Average annual returns
Through 20251 year
9.11%
3 year
12.12%
5 year
10.65%
10 year
9.33%
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.)
16.33%
Sharpe
0.81
Sortino
1.44
Max drawdown
-34.11%
Best month
14.27%
Worst month
-24.07%
Beta vs VTSAX
1.04
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.