Average annual returns
Through 20251 year
0.72%
3 year
7.55%
5 year
6.85%
10 year
8.13%
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
0.42
Sortino
0.74
Max drawdown
-33.02%
Best month
14.52%
Worst month
-23.56%
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.