Average annual returns
Through 20251 year
8.30%
3 year
10.87%
5 year
6.69%
10 year
—
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.)
12.21%
Sharpe
0.48
Sortino
0.79
Max drawdown
-23.53%
Best month
17.10%
Worst month
-14.22%
Beta vs VTSAX
0.83
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.