Average annual returns
Through 20251 year
2.13%
3 year
12.07%
5 year
11.59%
10 year
11.06%
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.)
16.29%
Sharpe
0.59
Sortino
1.02
Max drawdown
-27.14%
Best month
17.21%
Worst month
-17.92%
Beta vs VTSAX
1.01
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.