Average annual returns
Through 20251 year
18.14%
3 year
22.49%
5 year
14.25%
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
64 months through March 31, 2026Volatility (ann.)
11.57%
Sharpe
1.54
Sortino
2.96
Max drawdown
-22.88%
Best month
8.51%
Worst month
-9.26%
Beta vs VTSAX
0.76
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.