Average annual returns
Through 20251 year
9.39%
3 year
9.73%
5 year
4.94%
10 year
4.25%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
7.13%
Sharpe
1.24
Sortino
2.19
Max drawdown
-16.84%
Best month
5.75%
Worst month
-4.94%
Beta vs VTSAX
0.53
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.