Average annual returns
Through 20251 year
14.94%
3 year
14.21%
5 year
7.22%
10 year
9.82%
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.)
11.29%
Sharpe
0.97
Sortino
1.64
Max drawdown
-25.29%
Best month
10.93%
Worst month
-13.40%
Beta vs VTSAX
0.85
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.