Average annual returns
Through 20251 year
12.53%
3 year
13.48%
5 year
5.82%
10 year
9.38%
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.)
19.35%
Sharpe
0.66
Sortino
1.17
Max drawdown
-30.66%
Best month
18.49%
Worst month
-21.67%
Beta vs VTSAX
1.33
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.