Average annual returns
Through 20251 year
8.87%
3 year
15.46%
5 year
4.01%
10 year
11.17%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through March 31, 2026Volatility (ann.)
12.66%
Sharpe
0.83
Sortino
1.45
Max drawdown
-35.45%
Best month
11.06%
Worst month
-12.27%
Beta vs VTSAX
0.92
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.