Average annual returns
Through 20251 year
12.18%
3 year
16.19%
5 year
13.92%
10 year
10.56%
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.)
14.76%
Sharpe
1.09
Sortino
1.99
Max drawdown
-32.96%
Best month
13.68%
Worst month
-24.98%
Beta vs VTSAX
0.97
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.