Average annual returns
Through 20251 year
5.78%
3 year
6.44%
5 year
1.76%
10 year
1.73%
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.)
5.45%
Sharpe
0.96
Sortino
1.74
Max drawdown
-13.37%
Best month
4.77%
Worst month
-9.25%
Beta vs VTSAX
0.36
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.