Average annual returns
Through 20251 year
3.71%
3 year
13.28%
5 year
3.07%
10 year
10.44%
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.)
12.68%
Sharpe
0.39
Sortino
0.61
Max drawdown
-35.79%
Best month
12.38%
Worst month
-10.68%
Beta vs VTSAX
0.90
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.