Average annual returns
Through 20251 year
6.56%
3 year
20.69%
5 year
5.15%
10 year
13.13%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
80 months through March 31, 2026Volatility (ann.)
16.33%
Sharpe
0.63
Sortino
1.08
Max drawdown
-51.20%
Best month
14.55%
Worst month
-15.64%
Beta vs VTSAX
0.24
Correlation
0.19
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.