Average annual returns
Through 20251 year
2.38%
3 year
9.40%
5 year
4.99%
10 year
9.64%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
13.27%
Sharpe
0.64
Sortino
1.11
Max drawdown
-27.37%
Best month
15.03%
Worst month
-19.32%
Beta vs VTSAX
0.90
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.