Average annual returns
Through 20251 year
11.81%
3 year
10.96%
5 year
10.36%
10 year
10.15%
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.)
12.98%
Sharpe
0.95
Sortino
1.58
Max drawdown
-28.57%
Best month
15.56%
Worst month
-17.94%
Beta vs VTSAX
0.80
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.