Average annual returns
Through 20251 year
9.55%
3 year
11.41%
5 year
2.43%
10 year
9.44%
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.)
15.94%
Sharpe
0.54
Sortino
0.86
Max drawdown
-35.43%
Best month
16.64%
Worst month
-19.39%
Beta vs VTSAX
0.57
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.