Average annual returns
Through 20251 year
6.12%
3 year
13.59%
5 year
11.81%
10 year
11.04%
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.)
15.90%
Sharpe
0.86
Sortino
1.53
Max drawdown
-28.68%
Best month
15.84%
Worst month
-20.36%
Beta vs VTSAX
1.06
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.