Average annual returns
Through 20251 year
0.74%
3 year
9.14%
5 year
5.50%
10 year
11.14%
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.)
15.18%
Sharpe
0.36
Sortino
0.58
Max drawdown
-26.99%
Best month
13.41%
Worst month
-12.51%
Beta vs VTSAX
1.06
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.