Average annual returns
Through 20251 year
7.05%
3 year
27.23%
5 year
6.06%
10 year
14.51%
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.)
14.81%
Sharpe
1.26
Sortino
2.44
Max drawdown
-44.69%
Best month
13.96%
Worst month
-14.77%
Beta vs VTSAX
0.99
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.