Average annual returns
Through 20251 year
7.36%
3 year
15.59%
5 year
7.95%
10 year
11.36%
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.)
17.93%
Sharpe
0.58
Sortino
0.97
Max drawdown
-37.82%
Best month
14.23%
Worst month
-18.24%
Beta vs VTSAX
0.67
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.