Average annual returns
Through 20251 year
4.45%
3 year
11.51%
5 year
3.89%
10 year
8.21%
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.)
18.58%
Sharpe
0.54
Sortino
0.91
Max drawdown
-34.93%
Best month
16.16%
Worst month
-23.22%
Beta vs VTSAX
0.16
Correlation
0.11
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.