Average annual returns
Through 20251 year
24.22%
3 year
12.32%
5 year
8.53%
10 year
7.13%
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.)
8.84%
Sharpe
1.66
Sortino
3.58
Max drawdown
-15.62%
Best month
8.29%
Worst month
-9.23%
Beta vs VTSAX
0.25
Correlation
0.35
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.