Average annual returns
Through 20251 year
10.45%
3 year
9.80%
5 year
9.42%
10 year
9.00%
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.)
10.41%
Sharpe
0.97
Sortino
1.63
Max drawdown
-23.72%
Best month
10.46%
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.