Average annual returns
Through 20251 year
7.36%
3 year
11.59%
5 year
6.70%
10 year
7.92%
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.)
18.74%
Sharpe
0.57
Sortino
0.99
Max drawdown
-32.54%
Best month
15.17%
Worst month
-22.43%
Beta vs VTSAX
1.29
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.