Average annual returns
Through 20251 year
12.63%
3 year
7.94%
5 year
8.71%
10 year
7.75%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
9.66%
Sharpe
0.89
Sortino
1.52
Max drawdown
-19.84%
Best month
14.75%
Worst month
-11.74%
Beta vs VTSAX
0.58
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.