Average annual returns
Through 20251 year
20.63%
3 year
28.17%
5 year
15.39%
10 year
14.08%
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.)
15.60%
Sharpe
1.57
Sortino
3.21
Max drawdown
-23.91%
Best month
10.67%
Worst month
-12.48%
Beta vs VTSAX
1.14
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.