Average annual returns
Through 20251 year
10.62%
3 year
7.85%
5 year
2.82%
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
81 months through March 31, 2026Volatility (ann.)
5.29%
Sharpe
1.23
Sortino
2.21
Max drawdown
-14.40%
Best month
4.46%
Worst month
-4.90%
Beta vs VTSAX
0.32
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.