Average annual returns
Through 20251 year
11.02%
3 year
11.85%
5 year
10.98%
10 year
10.22%
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.)
9.51%
Sharpe
1.26
Sortino
2.17
Max drawdown
-21.54%
Best month
9.37%
Worst month
-12.47%
Beta vs VTSAX
0.14
Correlation
0.19
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.