Average annual returns
Through 20251 year
8.63%
3 year
9.39%
5 year
8.20%
10 year
7.98%
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.)
16.80%
Sharpe
0.44
Sortino
0.74
Max drawdown
-20.40%
Best month
13.88%
Worst month
-10.06%
Beta vs VTSAX
1.12
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.