Average annual returns
Through 20251 year
13.50%
3 year
18.85%
5 year
0.10%
10 year
10.90%
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.)
19.03%
Sharpe
0.79
Sortino
1.40
Max drawdown
-17.22%
Best month
12.68%
Worst month
-9.93%
Beta vs VTSAX
1.33
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.