Average annual returns
Through 20251 year
16.37%
3 year
13.39%
5 year
9.77%
10 year
10.39%
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.)
14.18%
Sharpe
0.97
Sortino
1.70
Max drawdown
-26.03%
Best month
13.50%
Worst month
-15.76%
Beta vs VTSAX
0.96
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.