Average annual returns
Through 20251 year
8.21%
3 year
12.61%
5 year
6.60%
10 year
9.45%
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.)
18.53%
Sharpe
0.59
Sortino
1.04
Max drawdown
-31.60%
Best month
16.33%
Worst month
-22.30%
Beta vs VTSAX
0.25
Correlation
0.17
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.