Average annual returns
Through 20251 year
17.72%
3 year
7.30%
5 year
4.21%
10 year
9.14%
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.)
14.70%
Sharpe
0.40
Sortino
0.63
Max drawdown
-21.48%
Best month
13.91%
Worst month
-12.38%
Beta vs VTSAX
0.69
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.