Average annual returns
Through 20251 year
4.93%
3 year
10.05%
5 year
9.39%
10 year
8.18%
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.)
17.29%
Sharpe
0.75
Sortino
1.45
Max drawdown
-35.76%
Best month
17.98%
Worst month
-27.15%
Beta vs VTSAX
0.98
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.