Average annual returns
Through 20251 year
9.24%
3 year
7.31%
5 year
3.90%
10 year
3.28%
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.)
15.72%
Sharpe
0.47
Sortino
0.75
Max drawdown
-31.27%
Best month
13.10%
Worst month
-23.22%
Beta vs VTSAX
0.87
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.