Average annual returns
Through 20251 year
10.33%
3 year
12.46%
5 year
8.56%
10 year
9.02%
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.)
17.68%
Sharpe
0.72
Sortino
1.31
Max drawdown
-31.17%
Best month
16.88%
Worst month
-22.25%
Beta vs VTSAX
0.04
Correlation
0.03
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.