Average annual returns
Through 20251 year
10.87%
3 year
7.17%
5 year
2.91%
10 year
3.95%
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.)
7.38%
Sharpe
0.92
Sortino
1.55
Max drawdown
-17.06%
Best month
6.17%
Worst month
-8.91%
Beta vs VTSAX
0.46
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.