Average annual returns
Through 20251 year
10.14%
3 year
14.65%
5 year
5.41%
10 year
10.48%
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.)
16.69%
Sharpe
0.71
Sortino
1.17
Max drawdown
-28.42%
Best month
13.86%
Worst month
-16.40%
Beta vs VTSAX
1.21
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.