Average annual returns
Through 20251 year
14.51%
3 year
6.18%
5 year
8.10%
10 year
9.75%
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.)
14.10%
Sharpe
0.42
Sortino
0.65
Max drawdown
-15.64%
Best month
12.60%
Worst month
-8.12%
Beta vs VTSAX
0.59
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.