Average annual returns
Through 20251 year
7.78%
3 year
9.04%
5 year
5.47%
10 year
6.65%
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.)
8.59%
Sharpe
0.91
Sortino
1.50
Max drawdown
-18.53%
Best month
7.44%
Worst month
-9.45%
Beta vs VTSAX
0.63
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.