Average annual returns
Through 20251 year
11.38%
3 year
9.54%
5 year
6.33%
10 year
7.82%
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.)
18.06%
Sharpe
0.59
Sortino
1.09
Max drawdown
-30.51%
Best month
17.57%
Worst month
-22.18%
Beta vs VTSAX
1.07
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.