Average annual returns
Through 20251 year
19.27%
3 year
23.33%
5 year
14.91%
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.)
12.31%
Sharpe
1.52
Sortino
2.98
Max drawdown
-22.74%
Best month
13.10%
Worst month
-12.74%
Beta vs VTSAX
0.96
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.