Average annual returns
Through 20251 year
5.26%
3 year
9.54%
5 year
7.64%
10 year
8.51%
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.)
14.75%
Sharpe
0.75
Sortino
1.30
Max drawdown
-29.10%
Best month
11.92%
Worst month
-18.30%
Beta vs VTSAX
0.97
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.