Average annual returns
Through 20251 year
7.62%
3 year
13.51%
5 year
7.58%
10 year
12.64%
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
0.57
Sortino
0.97
Max drawdown
-30.02%
Best month
14.19%
Worst month
-18.08%
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.