Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.61%
3 year
12.48%
5 year
2.82%
10 year
1.88%
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.)
19.69%
Sharpe
0.56
Sortino
0.95
Max drawdown
-30.48%
Best month
16.30%
Worst month
-12.27%
Beta vs VTSAX
0.79
Correlation
0.51
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.