Average annual returns
Through 20251 year
13.68%
3 year
11.57%
5 year
8.75%
10 year
7.74%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through March 31, 2026Volatility (ann.)
8.40%
Sharpe
1.35
Sortino
2.37
Max drawdown
-21.34%
Best month
7.69%
Worst month
-11.91%
Beta vs VTSAX
0.12
Correlation
0.17
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.