Average annual returns
Through 20251 year
11.49%
3 year
14.22%
5 year
10.90%
10 year
10.09%
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.)
17.12%
Sharpe
0.90
Sortino
1.65
Max drawdown
-32.38%
Best month
15.70%
Worst month
-21.02%
Beta vs VTSAX
1.09
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.