Average annual returns
Through 20251 year
7.94%
3 year
11.76%
5 year
3.29%
10 year
11.15%
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.)
14.75%
Sharpe
0.47
Sortino
0.78
Max drawdown
-35.03%
Best month
13.54%
Worst month
-13.84%
Beta vs VTSAX
0.97
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.