Average annual returns
Through 20251 year
15.39%
3 year
30.74%
5 year
9.61%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
68 months through March 31, 2026Volatility (ann.)
15.42%
Sharpe
1.23
Sortino
2.28
Max drawdown
-40.19%
Best month
13.42%
Worst month
-15.25%
Beta vs VTSAX
1.08
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.