Average annual returns
Through 20251 year
11.53%
3 year
12.55%
5 year
10.20%
10 year
13.14%
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.)
17.28%
Sharpe
0.61
Sortino
1.00
Max drawdown
-27.51%
Best month
16.03%
Worst month
-22.41%
Beta vs VTSAX
1.05
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.