Average annual returns
Through 20251 year
5.05%
3 year
10.07%
5 year
8.46%
10 year
9.73%
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
0.81
Sortino
1.40
Max drawdown
-22.83%
Best month
11.01%
Worst month
-15.44%
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.