Average annual returns
Through 20251 year
1.88%
3 year
9.27%
5 year
6.86%
10 year
5.92%
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.)
15.95%
Sharpe
0.59
Sortino
1.01
Max drawdown
-38.31%
Best month
11.20%
Worst month
-17.13%
Beta vs VTSAX
0.04
Correlation
0.03
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.