Average annual returns
Through 20251 year
10.40%
3 year
10.07%
5 year
9.67%
10 year
8.93%
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.)
17.30%
Sharpe
0.70
Sortino
1.26
Max drawdown
-33.82%
Best month
16.64%
Worst month
-22.56%
Beta vs VTSAX
1.06
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.