Average annual returns
Through 20251 year
8.98%
3 year
9.91%
5 year
4.34%
10 year
6.28%
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.)
4.53%
Sharpe
1.85
Sortino
4.86
Max drawdown
-15.31%
Best month
5.23%
Worst month
-10.59%
Beta vs VTSAX
0.28
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.