Average annual returns
Through 20251 year
14.20%
3 year
19.62%
5 year
11.79%
10 year
12.29%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
12.17%
Sharpe
1.29
Sortino
2.39
Max drawdown
-25.30%
Best month
11.86%
Worst month
-13.03%
Beta vs VTSAX
0.92
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.