Average annual returns
Through 20251 year
11.84%
3 year
15.98%
5 year
12.05%
10 year
8.74%
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.)
20.04%
Sharpe
0.74
Sortino
1.37
Max drawdown
-21.17%
Best month
14.71%
Worst month
-9.78%
Beta vs VTSAX
1.32
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.