Average annual returns
Through 20251 year
7.62%
3 year
5.62%
5 year
7.05%
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
81 months through March 31, 2026Volatility (ann.)
11.76%
Sharpe
0.85
Sortino
1.44
Max drawdown
-19.90%
Best month
11.03%
Worst month
-10.92%
Beta vs VTSAX
0.48
Correlation
0.51
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.