Average annual returns
Through 20251 year
9.59%
3 year
8.39%
5 year
8.06%
10 year
8.59%
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.)
14.24%
Sharpe
0.79
Sortino
1.37
Max drawdown
-28.52%
Best month
13.99%
Worst month
-19.41%
Beta vs VTSAX
0.84
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.