Average annual returns
Through 20251 year
25.87%
3 year
27.81%
5 year
9.75%
10 year
14.60%
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.)
17.82%
Sharpe
1.39
Sortino
2.80
Max drawdown
-37.96%
Best month
16.06%
Worst month
-16.06%
Beta vs VTSAX
1.22
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.