Average annual returns
Through 20251 year
5.57%
3 year
14.41%
5 year
-2.46%
10 year
9.84%
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.)
16.96%
Sharpe
0.67
Sortino
1.12
Max drawdown
-17.70%
Best month
11.47%
Worst month
-9.04%
Beta vs VTSAX
1.18
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.