Average annual returns
Through 20251 year
7.86%
3 year
8.29%
5 year
5.19%
10 year
8.26%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
30 months through March 31, 2026Volatility (ann.)
15.28%
Sharpe
0.59
Sortino
0.97
Max drawdown
-14.29%
Best month
8.88%
Worst month
-6.74%
Beta vs VTSAX
1.09
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.