Average annual returns
Through 20251 year
23.55%
3 year
18.89%
5 year
15.80%
10 year
11.25%
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.)
13.44%
Sharpe
1.53
Sortino
3.00
Max drawdown
-26.64%
Best month
12.73%
Worst month
-16.89%
Beta vs VTSAX
0.88
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.