Average annual returns
Through 20251 year
8.98%
3 year
13.00%
5 year
3.33%
10 year
9.70%
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.)
17.39%
Sharpe
0.53
Sortino
0.87
Max drawdown
-36.25%
Best month
16.34%
Worst month
-18.38%
Beta vs VTSAX
0.62
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.