Average annual returns
Through 20251 year
0.47%
3 year
8.31%
5 year
5.48%
10 year
9.22%
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.)
17.51%
Sharpe
0.39
Sortino
0.65
Max drawdown
-31.22%
Best month
15.73%
Worst month
-20.37%
Beta vs VTSAX
1.21
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.