Average annual returns
Through 20251 year
10.34%
3 year
17.96%
5 year
10.85%
10 year
—
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.)
11.48%
Sharpe
1.21
Sortino
2.12
Max drawdown
-23.99%
Best month
12.65%
Worst month
-12.47%
Beta vs VTSAX
0.88
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.