Average annual returns
Through 20251 year
7.54%
3 year
11.87%
5 year
6.96%
10 year
8.19%
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.)
18.77%
Sharpe
0.59
Sortino
1.02
Max drawdown
-32.51%
Best month
15.32%
Worst month
-22.48%
Beta vs VTSAX
1.29
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.