Average annual returns
Through 20251 year
12.02%
3 year
15.00%
5 year
9.45%
10 year
6.13%
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.)
9.52%
Sharpe
1.55
Sortino
3.29
Max drawdown
-12.47%
Best month
8.08%
Worst month
-6.49%
Beta vs VTSAX
0.72
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.