Average annual returns
Through 20251 year
0.54%
3 year
7.30%
5 year
6.60%
10 year
7.85%
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.)
18.41%
Sharpe
0.41
Sortino
0.71
Max drawdown
-33.08%
Best month
14.50%
Worst month
-23.61%
Beta vs VTSAX
1.12
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.