Average annual returns
Through 20251 year
14.28%
3 year
16.76%
5 year
12.29%
10 year
12.60%
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.)
12.37%
Sharpe
1.01
Sortino
1.79
Max drawdown
-28.53%
Best month
16.62%
Worst month
-19.57%
Beta vs VTSAX
0.78
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.