Average annual returns
Through 20251 year
8.62%
3 year
14.56%
5 year
11.62%
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
75 months through March 31, 2026Volatility (ann.)
13.20%
Sharpe
0.90
Sortino
1.60
Max drawdown
-19.63%
Best month
13.61%
Worst month
-11.23%
Beta vs VTSAX
0.86
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.