Average annual returns
Through 20251 year
6.20%
3 year
12.26%
5 year
7.47%
10 year
9.81%
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.)
13.55%
Sharpe
0.65
Sortino
1.07
Max drawdown
-23.77%
Best month
13.27%
Worst month
-14.57%
Beta vs VTSAX
0.92
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.