Average annual returns
Through 20251 year
14.28%
3 year
25.68%
5 year
12.76%
10 year
16.26%
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.)
13.73%
Sharpe
1.31
Sortino
2.50
Max drawdown
-29.55%
Best month
14.37%
Worst month
-11.45%
Beta vs VTSAX
1.05
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.