Average annual returns
Through 20251 year
7.14%
3 year
11.55%
5 year
12.02%
10 year
4.36%
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.)
5.83%
Sharpe
1.91
Sortino
4.72
Max drawdown
-18.32%
Best month
5.54%
Worst month
-4.22%
Beta vs VTSAX
0.12
Correlation
0.26
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.