Average annual returns
Through 20251 year
10.73%
3 year
10.06%
5 year
9.69%
10 year
9.27%
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.)
10.47%
Sharpe
0.99
Sortino
1.68
Max drawdown
-23.67%
Best month
10.39%
Worst month
-14.66%
Beta vs VTSAX
0.08
Correlation
0.09
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.