Average annual returns
Through 20251 year
8.46%
3 year
12.51%
5 year
12.69%
10 year
8.83%
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.)
17.81%
Sharpe
0.83
Sortino
1.70
Max drawdown
-38.85%
Best month
14.60%
Worst month
-28.24%
Beta vs VTSAX
1.09
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.