Average annual returns
Through 20251 year
11.29%
3 year
12.13%
5 year
11.24%
10 year
10.49%
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.)
9.49%
Sharpe
1.29
Sortino
2.24
Max drawdown
-21.44%
Best month
9.30%
Worst month
-12.41%
Beta vs VTSAX
0.14
Correlation
0.19
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.