Average annual returns
Through 20251 year
2.09%
3 year
8.77%
5 year
7.09%
10 year
5.60%
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.)
13.45%
Sharpe
0.77
Sortino
1.40
Max drawdown
-31.78%
Best month
17.77%
Worst month
-24.98%
Beta vs VTSAX
0.73
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.