Average annual returns
Through 20251 year
13.45%
3 year
16.35%
5 year
11.37%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
69 months through Dec. 31, 2025Volatility (ann.)
9.39%
Sharpe
1.74
Sortino
3.88
Max drawdown
-23.03%
Best month
8.34%
Worst month
-8.50%
Beta vs VTSAX
0.64
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.