Average annual returns
Through 20251 year
9.46%
3 year
5.56%
5 year
1.47%
10 year
5.31%
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.)
15.67%
Sharpe
0.39
Sortino
0.60
Max drawdown
-36.99%
Best month
10.29%
Worst month
-17.31%
Beta vs VTSAX
0.42
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.