Average annual returns
Through 20251 year
11.21%
3 year
17.60%
5 year
6.21%
10 year
10.81%
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.)
18.12%
Sharpe
0.82
Sortino
1.48
Max drawdown
-32.89%
Best month
18.04%
Worst month
-21.04%
Beta vs VTSAX
1.32
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.