Average annual returns
Through 20251 year
7.36%
3 year
7.79%
5 year
5.10%
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.)
12.05%
Sharpe
0.42
Sortino
0.65
Max drawdown
-20.35%
Best month
14.54%
Worst month
-14.53%
Beta vs VTSAX
0.81
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.