Average annual returns
Through 20251 year
5.65%
3 year
10.42%
5 year
7.96%
10 year
10.16%
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.)
13.49%
Sharpe
0.73
Sortino
1.24
Max drawdown
-21.97%
Best month
12.65%
Worst month
-9.87%
Beta vs VTSAX
0.87
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.