Average annual returns
Through 20251 year
5.71%
3 year
9.92%
5 year
2.61%
10 year
10.11%
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.)
16.09%
Sharpe
0.55
Sortino
0.93
Max drawdown
-32.44%
Best month
14.25%
Worst month
-16.08%
Beta vs VTSAX
1.16
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.