Average annual returns
Through 20251 year
15.00%
3 year
15.25%
5 year
8.39%
10 year
10.08%
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.)
9.26%
Sharpe
1.23
Sortino
2.22
Max drawdown
-25.83%
Best month
7.08%
Worst month
-8.18%
Beta vs VTSAX
0.49
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.