Average annual returns
Through 20251 year
3.68%
3 year
11.30%
5 year
3.73%
10 year
9.85%
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.)
15.61%
Sharpe
0.48
Sortino
0.78
Max drawdown
-36.54%
Best month
14.98%
Worst month
-16.87%
Beta vs VTSAX
0.31
Correlation
0.25
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.