Average annual returns
Through 20251 year
18.22%
3 year
29.66%
5 year
14.23%
10 year
15.94%
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.)
14.54%
Sharpe
1.54
Sortino
3.06
Max drawdown
-39.44%
Best month
14.38%
Worst month
-11.37%
Beta vs VTSAX
0.24
Correlation
0.21
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.