Average annual returns
Through 20251 year
16.64%
3 year
18.18%
5 year
11.91%
10 year
9.38%
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.)
12.49%
Sharpe
1.24
Sortino
2.24
Max drawdown
-32.11%
Best month
11.95%
Worst month
-19.90%
Beta vs VTSAX
0.88
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.