Average annual returns
Through 20251 year
9.91%
3 year
7.36%
5 year
6.70%
10 year
9.80%
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.)
17.58%
Sharpe
0.54
Sortino
0.90
Max drawdown
-26.25%
Best month
15.17%
Worst month
-14.14%
Beta vs VTSAX
0.90
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.