Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.32%
3 year
10.39%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
49 months through March 31, 2026Volatility (ann.)
14.53%
Sharpe
0.72
Sortino
1.31
Max drawdown
-19.98%
Best month
10.35%
Worst month
-11.27%
Beta vs VTSAX
0.92
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.