Average annual returns
Through 20251 year
5.62%
3 year
6.03%
5 year
2.50%
10 year
3.23%
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.)
15.49%
Sharpe
0.32
Sortino
0.49
Max drawdown
-31.34%
Best month
11.89%
Worst month
-19.18%
Beta vs VTSAX
0.86
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.