Average annual returns
Through 20251 year
12.31%
3 year
10.11%
5 year
5.87%
10 year
8.90%
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.)
14.80%
Sharpe
0.54
Sortino
0.88
Max drawdown
-30.05%
Best month
12.04%
Worst month
-12.45%
Beta vs VTSAX
0.89
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.