Average annual returns
Through 20251 year
-2.53%
3 year
13.66%
5 year
9.26%
10 year
15.20%
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.)
17.19%
Sharpe
0.61
Sortino
1.11
Max drawdown
-18.28%
Best month
11.13%
Worst month
-11.42%
Beta vs VTSAX
1.11
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.