Average annual returns
Through 20251 year
7.06%
3 year
22.09%
5 year
5.47%
10 year
12.93%
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.)
16.97%
Sharpe
0.75
Sortino
1.33
Max drawdown
-39.91%
Best month
16.52%
Worst month
-15.42%
Beta vs VTSAX
1.23
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.