Average annual returns
Through 20251 year
4.72%
3 year
9.01%
5 year
9.48%
10 year
10.00%
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.)
14.24%
Sharpe
0.66
Sortino
1.29
Max drawdown
-34.84%
Best month
15.83%
Worst month
-25.45%
Beta vs VTSAX
0.77
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.