Average annual returns
Through 20251 year
15.65%
3 year
29.61%
5 year
9.36%
10 year
14.16%
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.)
14.84%
Sharpe
1.25
Sortino
2.30
Max drawdown
-40.73%
Best month
14.33%
Worst month
-15.30%
Beta vs VTSAX
1.05
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.