Average annual returns
Through 20251 year
12.17%
3 year
12.12%
5 year
12.37%
10 year
10.74%
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.)
12.07%
Sharpe
1.13
Sortino
2.13
Max drawdown
-30.14%
Best month
15.96%
Worst month
-18.32%
Beta vs VTSAX
0.72
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.