Average annual returns
Through 20251 year
13.10%
3 year
23.16%
5 year
10.47%
10 year
15.55%
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.)
17.07%
Sharpe
0.83
Sortino
1.55
Max drawdown
-28.10%
Best month
15.86%
Worst month
-11.29%
Beta vs VTSAX
0.79
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.