Average annual returns
Through 20251 year
4.34%
3 year
11.08%
5 year
8.39%
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.)
12.35%
Sharpe
0.94
Sortino
1.63
Max drawdown
-23.87%
Best month
8.89%
Worst month
-15.09%
Beta vs VTSAX
0.70
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.