Average annual returns
Through 20251 year
18.10%
3 year
10.48%
5 year
9.14%
10 year
11.14%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
15.60%
Sharpe
0.83
Sortino
1.55
Max drawdown
-31.77%
Best month
17.40%
Worst month
-18.51%
Beta vs VTSAX
0.92
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.