Average annual returns
Through 20251 year
6.63%
3 year
15.67%
5 year
8.81%
10 year
11.66%
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.)
14.06%
Sharpe
0.95
Sortino
1.72
Max drawdown
-12.74%
Best month
11.60%
Worst month
-6.81%
Beta vs VTSAX
1.02
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.