Average annual returns
Through 20251 year
10.23%
3 year
13.81%
5 year
10.12%
10 year
10.22%
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.)
14.77%
Sharpe
0.91
Sortino
1.65
Max drawdown
-30.42%
Best month
14.34%
Worst month
-20.65%
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.