Average annual returns
Through 20251 year
21.11%
3 year
19.26%
5 year
8.22%
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.)
14.14%
Sharpe
0.96
Sortino
1.72
Max drawdown
-31.20%
Best month
12.67%
Worst month
-14.51%
Beta vs VTSAX
1.08
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.