Average annual returns
Through 20251 year
11.33%
3 year
14.51%
5 year
4.20%
10 year
11.61%
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.)
17.80%
Sharpe
0.78
Sortino
1.33
Max drawdown
-37.33%
Best month
15.67%
Worst month
-18.29%
Beta vs VTSAX
0.34
Correlation
0.24
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.