Average annual returns
Through 20251 year
4.91%
3 year
7.35%
5 year
7.11%
10 year
8.53%
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.)
11.19%
Sharpe
0.68
Sortino
1.10
Max drawdown
-23.52%
Best month
11.13%
Worst month
-14.84%
Beta vs VTSAX
0.75
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.