Average annual returns
Through 20251 year
11.94%
3 year
8.40%
5 year
8.27%
10 year
8.13%
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.)
7.90%
Sharpe
1.61
Sortino
3.09
Max drawdown
-16.48%
Best month
8.41%
Worst month
-12.57%
Beta vs VTSAX
0.38
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.