Average annual returns
Through 20251 year
1.34%
3 year
6.75%
5 year
4.46%
10 year
5.94%
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.)
15.71%
Sharpe
0.41
Sortino
0.67
Max drawdown
-30.77%
Best month
10.71%
Worst month
-15.63%
Beta vs VTSAX
0.86
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.