Average annual returns
Through 20251 year
4.73%
3 year
9.78%
5 year
8.18%
10 year
9.46%
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.)
12.29%
Sharpe
0.78
Sortino
1.36
Max drawdown
-22.88%
Best month
10.96%
Worst month
-15.47%
Beta vs VTSAX
0.83
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.