Average annual returns
Through 20251 year
19.43%
3 year
35.69%
5 year
9.81%
10 year
19.83%
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.)
19.39%
Sharpe
1.26
Sortino
2.51
Max drawdown
-45.28%
Best month
14.77%
Worst month
-16.57%
Beta vs VTSAX
1.26
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.