Average annual returns
Through 20251 year
1.44%
3 year
7.79%
5 year
4.65%
10 year
8.31%
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.)
17.67%
Sharpe
0.26
Sortino
0.41
Max drawdown
-17.66%
Best month
10.94%
Worst month
-8.24%
Beta vs VTSAX
1.25
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.