Average annual returns
Through 20251 year
7.67%
3 year
11.34%
5 year
5.82%
10 year
7.28%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
30 months through March 31, 2026Volatility (ann.)
8.61%
Sharpe
1.44
Sortino
2.59
Max drawdown
-6.85%
Best month
6.34%
Worst month
-5.33%
Beta vs VTSAX
0.66
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.