Average annual returns
Through 20251 year
7.11%
3 year
20.85%
5 year
23.75%
10 year
10.22%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
79 months through March 31, 2026Volatility (ann.)
14.76%
Sharpe
2.00
Sortino
4.62
Max drawdown
-48.70%
Best month
33.85%
Worst month
-41.60%
Beta vs VTSAX
0.50
Correlation
0.43
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.