Average annual returns
Through 20251 year
4.58%
3 year
12.87%
5 year
6.82%
10 year
10.99%
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.)
15.77%
Sharpe
0.55
Sortino
0.90
Max drawdown
-23.50%
Best month
11.46%
Worst month
-16.04%
Beta vs VTSAX
1.07
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.