Average annual returns
Through 20251 year
13.17%
3 year
19.45%
5 year
11.73%
10 year
11.80%
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.)
13.62%
Sharpe
1.03
Sortino
1.86
Max drawdown
-27.20%
Best month
15.48%
Worst month
-19.01%
Beta vs VTSAX
1.01
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.