Average annual returns
Through 20251 year
11.96%
3 year
10.31%
5 year
1.65%
10 year
3.71%
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.)
12.98%
Sharpe
0.67
Sortino
1.13
Max drawdown
-25.65%
Best month
8.16%
Worst month
-11.36%
Beta vs VTSAX
0.98
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.