Average annual returns
Through 20251 year
8.30%
3 year
12.39%
5 year
4.94%
10 year
10.89%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through March 31, 2026Volatility (ann.)
16.68%
Sharpe
0.70
Sortino
1.24
Max drawdown
-27.57%
Best month
14.79%
Worst month
-19.09%
Beta vs VTSAX
1.16
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.