Average annual returns
Through 20251 year
4.18%
3 year
11.22%
5 year
3.63%
10 year
7.94%
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.)
18.59%
Sharpe
0.52
Sortino
0.88
Max drawdown
-35.05%
Best month
16.15%
Worst month
-23.22%
Beta vs VTSAX
0.15
Correlation
0.10
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.