Average annual returns
Through 20251 year
9.21%
3 year
15.40%
5 year
6.72%
10 year
12.64%
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.)
19.21%
Sharpe
0.67
Sortino
1.22
Max drawdown
-35.12%
Best month
17.95%
Worst month
-22.00%
Beta vs VTSAX
1.32
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.