Average annual returns
Through 20251 year
7.08%
3 year
12.51%
5 year
11.40%
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
66 months through March 31, 2026Volatility (ann.)
18.10%
Sharpe
0.63
Sortino
1.23
Max drawdown
-22.38%
Best month
15.22%
Worst month
-10.80%
Beta vs VTSAX
1.08
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.