Average annual returns
Through 20251 year
10.45%
3 year
9.58%
5 year
9.19%
10 year
8.74%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
76 months through Dec. 31, 2025Volatility (ann.)
11.92%
Sharpe
1.20
Sortino
2.36
Max drawdown
-23.83%
Best month
10.39%
Worst month
-14.73%
Beta vs VTSAX
0.02
Correlation
0.02
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.