Average annual returns
Through 20251 year
9.45%
3 year
5.64%
5 year
1.53%
10 year
5.39%
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.)
15.63%
Sharpe
0.40
Sortino
0.61
Max drawdown
-36.96%
Best month
10.30%
Worst month
-17.30%
Beta vs VTSAX
0.41
Correlation
0.33
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.