Average annual returns
Through 20251 year
3.59%
3 year
10.83%
5 year
3.95%
10 year
9.93%
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.)
14.73%
Sharpe
0.46
Sortino
0.76
Max drawdown
-28.43%
Best month
15.34%
Worst month
-16.57%
Beta vs VTSAX
1.09
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.