Average annual returns
Through 20251 year
2.06%
3 year
9.54%
5 year
7.12%
10 year
6.18%
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.)
15.91%
Sharpe
0.61
Sortino
1.05
Max drawdown
-38.15%
Best month
11.19%
Worst month
-17.12%
Beta vs VTSAX
0.03
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.