Average annual returns
Through 20251 year
-5.88%
3 year
6.65%
5 year
6.11%
10 year
10.07%
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.)
13.88%
Sharpe
0.33
Sortino
0.51
Max drawdown
-27.33%
Best month
13.51%
Worst month
-18.23%
Beta vs VTSAX
0.92
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.