Average annual returns
Through 20251 year
18.46%
3 year
30.72%
5 year
8.47%
10 year
16.69%
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.)
18.76%
Sharpe
1.02
Sortino
1.91
Max drawdown
-44.24%
Best month
15.56%
Worst month
-15.40%
Beta vs VTSAX
1.28
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.