Average annual returns
Through 20251 year
12.50%
3 year
14.64%
5 year
9.47%
10 year
11.27%
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.)
7.75%
Sharpe
1.43
Sortino
2.92
Max drawdown
-16.52%
Best month
9.68%
Worst month
-9.28%
Beta vs VTSAX
0.58
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.