Average annual returns
Through 20251 year
13.57%
3 year
12.64%
5 year
10.32%
10 year
8.18%
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.)
18.15%
Sharpe
0.75
Sortino
1.46
Max drawdown
-39.10%
Best month
18.78%
Worst month
-28.35%
Beta vs VTSAX
0.00
Correlation
0.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.