Average annual returns
Through 20251 year
13.58%
3 year
18.82%
5 year
13.13%
10 year
12.41%
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.)
17.00%
Sharpe
0.95
Sortino
1.82
Max drawdown
-22.14%
Best month
16.49%
Worst month
-10.60%
Beta vs VTSAX
1.15
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.