Average annual returns
Through 20251 year
10.37%
3 year
18.15%
5 year
7.17%
10 year
12.81%
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.)
17.75%
Sharpe
0.73
Sortino
1.34
Max drawdown
-31.06%
Best month
15.86%
Worst month
-15.71%
Beta vs VTSAX
1.28
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.