Average annual returns
Through 20251 year
-0.93%
3 year
10.21%
5 year
4.16%
10 year
7.68%
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.)
16.38%
Sharpe
0.68
Sortino
1.18
Max drawdown
-26.29%
Best month
13.17%
Worst month
-18.77%
Beta vs VTSAX
1.12
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.