Average annual returns
Through 20251 year
7.50%
3 year
13.39%
5 year
7.46%
10 year
12.52%
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.)
14.56%
Sharpe
0.56
Sortino
0.96
Max drawdown
-30.05%
Best month
14.17%
Worst month
-18.09%
Beta vs VTSAX
0.56
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.