Average annual returns
Through 20251 year
12.74%
3 year
16.86%
5 year
11.06%
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
81 months through March 31, 2026Volatility (ann.)
16.39%
Sharpe
0.97
Sortino
1.78
Max drawdown
-27.42%
Best month
13.41%
Worst month
-19.52%
Beta vs VTSAX
1.16
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.