Average annual returns
Through 20251 year
9.06%
3 year
16.57%
5 year
6.06%
10 year
11.26%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
26.76%
Sharpe
0.71
Sortino
1.28
Max drawdown
-36.78%
Best month
17.20%
Worst month
-14.26%
Beta vs VTSAX
1.55
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.