Average annual returns
Through 20251 year
11.90%
3 year
11.63%
5 year
9.51%
10 year
11.98%
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.)
10.92%
Sharpe
0.86
Sortino
1.43
Max drawdown
-20.93%
Best month
11.96%
Worst month
-12.93%
Beta vs VTSAX
0.80
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.