Average annual returns
Through 20251 year
8.34%
3 year
12.48%
5 year
4.97%
10 year
11.01%
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.)
16.68%
Sharpe
0.71
Sortino
1.25
Max drawdown
-27.39%
Best month
14.88%
Worst month
-19.10%
Beta vs VTSAX
1.16
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.