Average annual returns
Through 20251 year
12.95%
3 year
8.84%
5 year
4.44%
10 year
5.03%
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.)
8.85%
Sharpe
0.97
Sortino
1.67
Max drawdown
-19.38%
Best month
8.72%
Worst month
-12.07%
Beta vs VTSAX
0.56
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.