Average annual returns
Through 20251 year
11.11%
3 year
9.32%
5 year
7.57%
10 year
7.95%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through March 31, 2026Volatility (ann.)
19.93%
Sharpe
0.46
Sortino
0.75
Max drawdown
-31.43%
Best month
15.11%
Worst month
-22.20%
Beta vs VTSAX
1.29
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.