Average annual returns
Through 20251 year
5.01%
3 year
4.87%
5 year
1.64%
10 year
2.87%
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.)
6.46%
Sharpe
0.68
Sortino
1.02
Max drawdown
-10.44%
Best month
3.53%
Worst month
-4.37%
Beta vs VTSAX
0.44
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.