Average annual returns
Through 20251 year
0.56%
3 year
7.41%
5 year
6.14%
10 year
5.98%
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.)
15.73%
Sharpe
0.50
Sortino
0.84
Max drawdown
-31.65%
Best month
11.32%
Worst month
-18.18%
Beta vs VTSAX
0.89
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.