Average annual returns
Through 20251 year
6.04%
3 year
12.02%
5 year
7.70%
10 year
—
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.)
15.86%
Sharpe
0.73
Sortino
1.33
Max drawdown
-26.40%
Best month
16.08%
Worst month
-9.82%
Beta vs VTSAX
1.00
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.