Average annual returns
Through 20251 year
7.83%
3 year
6.56%
5 year
2.11%
10 year
4.00%
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.)
4.79%
Sharpe
1.15
Sortino
2.25
Max drawdown
-14.66%
Best month
4.32%
Worst month
-8.37%
Beta vs VTSAX
0.29
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.