Average annual returns
Through 20251 year
10.27%
3 year
10.82%
5 year
12.87%
10 year
7.53%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
57 months through March 31, 2026Volatility (ann.)
5.20%
Sharpe
2.05
Sortino
4.74
Max drawdown
-6.51%
Best month
8.10%
Worst month
-4.53%
Beta vs VTSAX
0.00
Correlation
0.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.