Average annual returns
Through 20251 year
12.17%
3 year
13.10%
5 year
10.74%
10 year
10.75%
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.)
12.29%
Sharpe
1.21
Sortino
2.20
Max drawdown
-25.22%
Best month
12.82%
Worst month
-16.19%
Beta vs VTSAX
0.74
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.