Average annual returns
Through 20251 year
7.91%
3 year
4.19%
5 year
23.26%
10 year
8.28%
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.)
19.79%
Sharpe
0.89
Sortino
1.47
Max drawdown
-51.25%
Best month
30.76%
Worst month
-35.39%
Beta vs VTSAX
0.24
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.