Average annual returns
Through 20251 year
13.20%
3 year
18.19%
5 year
12.11%
10 year
15.04%
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.)
14.62%
Sharpe
0.73
Sortino
1.17
Max drawdown
-21.17%
Best month
14.96%
Worst month
-12.54%
Beta vs VTSAX
1.04
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.