Average annual returns
Through 20251 year
13.75%
3 year
8.07%
5 year
7.63%
10 year
9.89%
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.)
10.94%
Sharpe
0.88
Sortino
1.42
Max drawdown
-21.32%
Best month
12.57%
Worst month
-12.59%
Beta vs VTSAX
0.64
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.