Average annual returns
Through 20251 year
30.24%
3 year
22.02%
5 year
14.65%
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.)
13.06%
Sharpe
1.58
Sortino
3.04
Max drawdown
-23.07%
Best month
12.80%
Worst month
-13.87%
Beta vs VTSAX
0.93
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.