Average annual returns
Through 20251 year
3.90%
3 year
9.17%
5 year
8.76%
10 year
8.32%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
61 months through March 31, 2026Volatility (ann.)
20.54%
Sharpe
0.45
Sortino
0.75
Max drawdown
-24.17%
Best month
13.41%
Worst month
-9.43%
Beta vs VTSAX
0.08
Correlation
0.05
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.