Average annual returns
Through 20251 year
8.55%
3 year
9.64%
5 year
1.88%
10 year
6.72%
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.)
17.96%
Sharpe
0.45
Sortino
0.75
Max drawdown
-31.14%
Best month
14.37%
Worst month
-21.13%
Beta vs VTSAX
1.22
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.