Average annual returns
Through 20251 year
8.92%
3 year
11.97%
5 year
7.68%
10 year
8.49%
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.)
16.42%
Sharpe
0.70
Sortino
1.25
Max drawdown
-30.71%
Best month
15.14%
Worst month
-21.98%
Beta vs VTSAX
0.11
Correlation
0.08
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.