Average annual returns
Through 20251 year
13.06%
3 year
15.92%
5 year
6.51%
10 year
9.30%
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.)
10.79%
Sharpe
1.18
Sortino
2.17
Max drawdown
-29.44%
Best month
9.54%
Worst month
-9.65%
Beta vs VTSAX
0.82
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.