Average annual returns
Through 20251 year
28.38%
3 year
23.69%
5 year
14.76%
10 year
14.62%
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.)
13.90%
Sharpe
1.22
Sortino
2.16
Max drawdown
-19.50%
Best month
12.08%
Worst month
-9.52%
Beta vs VTSAX
0.89
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.