Average annual returns
Through 20251 year
10.65%
3 year
15.21%
5 year
9.62%
10 year
14.72%
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.)
11.96%
Sharpe
0.73
Sortino
1.29
Max drawdown
-26.61%
Best month
13.79%
Worst month
-9.20%
Beta vs VTSAX
0.85
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.