Average annual returns
Through 20251 year
14.15%
3 year
13.91%
5 year
9.36%
10 year
9.51%
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.)
20.88%
Sharpe
0.52
Sortino
0.85
Max drawdown
-35.15%
Best month
18.21%
Worst month
-25.25%
Beta vs VTSAX
1.38
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.