Average annual returns
Through 20251 year
15.88%
3 year
20.47%
5 year
12.54%
10 year
13.94%
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.)
14.86%
Sharpe
1.27
Sortino
2.47
Max drawdown
-24.14%
Best month
12.44%
Worst month
-12.77%
Beta vs VTSAX
1.13
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.