Average annual returns
Through 20251 year
19.12%
3 year
21.74%
5 year
14.61%
10 year
13.98%
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.)
11.48%
Sharpe
1.50
Sortino
2.87
Max drawdown
-31.74%
Best month
12.94%
Worst month
-11.73%
Beta vs VTSAX
0.11
Correlation
0.12
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.