Average annual returns
Through 20251 year
12.70%
3 year
11.87%
5 year
5.64%
10 year
7.90%
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.)
9.45%
Sharpe
0.97
Sortino
1.64
Max drawdown
-20.98%
Best month
7.82%
Worst month
-10.35%
Beta vs VTSAX
0.70
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.