Average annual returns
Through 20251 year
9.48%
3 year
17.04%
5 year
9.71%
10 year
8.89%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
27 months through March 31, 2026Volatility (ann.)
15.00%
Sharpe
1.24
Sortino
2.54
Max drawdown
-13.47%
Best month
9.40%
Worst month
-5.53%
Beta vs VTSAX
0.89
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.