Average annual returns
Through 20251 year
5.44%
3 year
11.80%
5 year
9.78%
10 year
9.00%
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.)
17.13%
Sharpe
0.69
Sortino
1.30
Max drawdown
-33.78%
Best month
14.03%
Worst month
-23.24%
Beta vs VTSAX
1.10
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.