Average annual returns
Through 20251 year
-3.33%
3 year
10.42%
5 year
6.35%
10 year
10.54%
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.)
13.13%
Sharpe
0.45
Sortino
0.77
Max drawdown
-20.85%
Best month
11.53%
Worst month
-12.43%
Beta vs VTSAX
0.87
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.