Average annual returns
Through 20251 year
7.29%
3 year
15.49%
5 year
7.85%
10 year
11.26%
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.)
17.92%
Sharpe
0.57
Sortino
0.96
Max drawdown
-37.86%
Best month
14.24%
Worst month
-18.25%
Beta vs VTSAX
0.67
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.