Average annual returns
Through 20251 year
11.34%
3 year
10.41%
5 year
7.86%
10 year
7.03%
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.)
8.43%
Sharpe
1.20
Sortino
2.09
Max drawdown
-21.53%
Best month
7.67%
Worst month
-11.92%
Beta vs VTSAX
0.12
Correlation
0.18
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.