Average annual returns
Through 20251 year
10.09%
3 year
12.85%
5 year
9.48%
10 year
11.48%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
63 months through March 31, 2026Volatility (ann.)
12.79%
Sharpe
0.72
Sortino
1.18
Max drawdown
-21.27%
Best month
9.68%
Worst month
-8.72%
Beta vs VTSAX
0.85
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.