Average annual returns
Through 20251 year
8.22%
3 year
10.44%
5 year
6.62%
10 year
9.70%
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.)
17.18%
Sharpe
0.68
Sortino
1.25
Max drawdown
-31.13%
Best month
13.69%
Worst month
-21.99%
Beta vs VTSAX
1.10
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.