Average annual returns
Through 20251 year
6.97%
3 year
10.05%
5 year
7.26%
10 year
10.95%
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.)
9.47%
Sharpe
1.06
Sortino
1.75
Max drawdown
-21.88%
Best month
10.62%
Worst month
-11.74%
Beta vs VTSAX
0.55
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.