Average annual returns
Through 20251 year
3.79%
3 year
11.14%
5 year
4.03%
10 year
10.22%
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.)
14.91%
Sharpe
0.47
Sortino
0.78
Max drawdown
-29.15%
Best month
15.81%
Worst month
-17.33%
Beta vs VTSAX
1.10
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.