Average annual returns
Through 20251 year
3.94%
3 year
8.40%
5 year
7.23%
10 year
4.74%
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.)
8.80%
Sharpe
1.15
Sortino
2.24
Max drawdown
-36.46%
Best month
15.01%
Worst month
-29.10%
Beta vs VTSAX
0.46
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.