Average annual returns
Through 20251 year
9.03%
3 year
11.87%
5 year
10.99%
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
75 months through March 31, 2026Volatility (ann.)
17.15%
Sharpe
0.51
Sortino
0.85
Max drawdown
-32.67%
Best month
15.95%
Worst month
-22.05%
Beta vs VTSAX
0.04
Correlation
0.03
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.