Average annual returns
Through 20251 year
9.10%
3 year
12.08%
5 year
6.56%
10 year
10.59%
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.)
15.81%
Sharpe
0.66
Sortino
1.13
Max drawdown
-26.12%
Best month
13.93%
Worst month
-17.18%
Beta vs VTSAX
1.14
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.