Average annual returns
Through 20251 year
16.25%
3 year
28.87%
5 year
16.17%
10 year
—
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.)
14.37%
Sharpe
1.31
Sortino
2.52
Max drawdown
-28.32%
Best month
13.58%
Worst month
-10.66%
Beta vs VTSAX
1.03
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.