Average annual returns
Through 20251 year
3.65%
3 year
10.08%
5 year
2.50%
10 year
9.97%
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.)
17.55%
Sharpe
0.50
Sortino
0.84
Max drawdown
-30.12%
Best month
14.60%
Worst month
-19.28%
Beta vs VTSAX
1.23
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.