Average annual returns
Through 20251 year
17.10%
3 year
13.20%
5 year
12.72%
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.)
11.40%
Sharpe
1.28
Sortino
2.38
Max drawdown
-23.07%
Best month
11.88%
Worst month
-13.40%
Beta vs VTSAX
0.73
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.