Average annual returns
Through 20251 year
9.96%
3 year
13.53%
5 year
9.85%
10 year
9.95%
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.)
14.74%
Sharpe
0.90
Sortino
1.61
Max drawdown
-30.47%
Best month
14.37%
Worst month
-20.70%
Beta vs VTSAX
0.11
Correlation
0.10
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.