Average annual returns
Through 20251 year
10.88%
3 year
14.01%
5 year
5.86%
10 year
7.02%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
14.62%
Sharpe
1.00
Sortino
1.70
Max drawdown
-19.16%
Best month
9.73%
Worst month
-8.59%
Beta vs VTSAX
1.06
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.