Average annual returns
Through 20251 year
15.59%
3 year
22.02%
5 year
12.21%
10 year
14.21%
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.)
13.01%
Sharpe
1.30
Sortino
2.43
Max drawdown
-26.76%
Best month
12.99%
Worst month
-11.71%
Beta vs VTSAX
1.03
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.