Average annual returns
Through 20251 year
5.80%
3 year
8.82%
5 year
9.47%
10 year
9.78%
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.)
13.52%
Sharpe
1.06
Sortino
2.00
Max drawdown
-11.16%
Best month
9.47%
Worst month
-6.76%
Beta vs VTSAX
0.72
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.