Average annual returns
Through 20251 year
10.23%
3 year
8.89%
5 year
3.35%
10 year
5.51%
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.)
7.40%
Sharpe
0.92
Sortino
1.55
Max drawdown
-17.92%
Best month
6.23%
Worst month
-7.83%
Beta vs VTSAX
0.50
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.