Average annual returns
Through 20251 year
-1.19%
3 year
9.63%
5 year
7.29%
10 year
7.65%
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.)
16.62%
Sharpe
0.38
Sortino
0.69
Max drawdown
-28.13%
Best month
12.33%
Worst month
-18.07%
Beta vs VTSAX
1.04
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.