Average annual returns
Through 20251 year
12.39%
3 year
11.07%
5 year
7.51%
10 year
7.96%
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.)
9.95%
Sharpe
1.02
Sortino
1.60
Max drawdown
-16.67%
Best month
6.79%
Worst month
-7.84%
Beta vs VTSAX
0.57
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.