Average annual returns
Through 20251 year
9.26%
3 year
31.21%
5 year
6.68%
10 year
16.20%
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.)
23.36%
Sharpe
0.76
Sortino
1.29
Max drawdown
-48.96%
Best month
17.84%
Worst month
-16.21%
Beta vs VTSAX
1.30
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.