Average annual returns
Through 20251 year
10.77%
3 year
12.56%
5 year
12.69%
10 year
9.67%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
18.71%
Sharpe
0.82
Sortino
1.62
Max drawdown
-37.01%
Best month
17.61%
Worst month
-24.62%
Beta vs VTSAX
1.16
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.