Average annual returns
Through 20251 year
35.27%
3 year
10.29%
5 year
18.18%
10 year
13.32%
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.)
19.16%
Sharpe
0.98
Sortino
1.70
Max drawdown
-35.10%
Best month
29.48%
Worst month
-22.49%
Beta vs VTSAX
0.51
Correlation
0.34
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.