Average annual returns
Through 20251 year
7.27%
3 year
11.51%
5 year
9.87%
10 year
10.96%
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.)
17.16%
Sharpe
0.62
Sortino
1.10
Max drawdown
-18.60%
Best month
14.92%
Worst month
-14.52%
Beta vs VTSAX
1.28
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.