Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.73%
3 year
8.33%
5 year
2.27%
10 year
6.93%
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
81 months through March 31, 2026Volatility (ann.)
19.65%
Sharpe
0.27
Sortino
0.45
Max drawdown
-30.29%
Best month
15.45%
Worst month
-14.48%
Beta vs VTSAX
0.98
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.