Average annual returns
Through 20251 year
6.95%
3 year
10.99%
5 year
7.75%
10 year
12.79%
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.)
12.32%
Sharpe
0.48
Sortino
0.83
Max drawdown
-24.95%
Best month
12.67%
Worst month
-9.15%
Beta vs VTSAX
0.89
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.