Average annual returns
Through 20251 year
15.37%
3 year
21.45%
5 year
7.01%
10 year
10.77%
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.)
14.20%
Sharpe
0.87
Sortino
1.51
Max drawdown
-43.90%
Best month
15.04%
Worst month
-13.98%
Beta vs VTSAX
0.32
Correlation
0.28
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.