Average annual returns
Through 20251 year
1.72%
3 year
7.89%
5 year
6.61%
10 year
7.87%
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.)
14.60%
Sharpe
0.30
Sortino
0.49
Max drawdown
-34.84%
Best month
15.50%
Worst month
-25.20%
Beta vs VTSAX
0.93
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.