Average annual returns
Through 20251 year
10.51%
3 year
17.92%
5 year
9.85%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
60 months through March 31, 2026Volatility (ann.)
11.89%
Sharpe
1.12
Sortino
2.23
Max drawdown
-22.57%
Best month
9.83%
Worst month
-9.68%
Beta vs VTSAX
0.78
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.