Average annual returns
Through 20251 year
23.56%
3 year
24.20%
5 year
15.48%
10 year
13.29%
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.)
12.86%
Sharpe
1.71
Sortino
3.59
Max drawdown
-22.40%
Best month
12.79%
Worst month
-14.35%
Beta vs VTSAX
0.99
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.