Average annual returns
Through 20251 year
10.60%
3 year
11.66%
5 year
5.52%
10 year
5.26%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
9.29%
Sharpe
1.08
Sortino
1.94
Max drawdown
-21.70%
Best month
6.67%
Worst month
-6.71%
Beta vs VTSAX
0.72
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.