Average annual returns
Through 20251 year
1.56%
3 year
4.14%
5 year
5.58%
10 year
7.22%
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.)
12.87%
Sharpe
0.46
Sortino
0.72
Max drawdown
-13.27%
Best month
10.53%
Worst month
-8.42%
Beta vs VTSAX
0.48
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.