Average annual returns
Through 20251 year
9.50%
3 year
7.76%
5 year
3.78%
10 year
5.68%
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.)
15.80%
Sharpe
0.49
Sortino
0.78
Max drawdown
-33.27%
Best month
13.07%
Worst month
-19.70%
Beta vs VTSAX
0.86
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.