Average annual returns
Through 20251 year
13.44%
3 year
11.31%
5 year
8.48%
10 year
7.48%
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.)
8.37%
Sharpe
1.31
Sortino
2.29
Max drawdown
-21.39%
Best month
7.71%
Worst month
-11.93%
Beta vs VTSAX
0.11
Correlation
0.17
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.