Average annual returns
Through 20251 year
6.11%
3 year
10.71%
5 year
10.02%
10 year
9.73%
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.)
14.68%
Sharpe
0.74
Sortino
1.29
Max drawdown
-30.86%
Best month
13.30%
Worst month
-21.40%
Beta vs VTSAX
0.98
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.