Average annual returns
Through 20251 year
9.31%
3 year
12.18%
5 year
12.20%
10 year
10.56%
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.)
12.58%
Sharpe
0.95
Sortino
1.68
Max drawdown
-30.47%
Best month
17.69%
Worst month
-20.30%
Beta vs VTSAX
0.79
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.