Average annual returns
Through 20251 year
13.37%
3 year
11.20%
5 year
9.35%
10 year
8.54%
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.)
15.35%
Sharpe
0.71
Sortino
1.25
Max drawdown
-21.67%
Best month
13.52%
Worst month
-10.98%
Beta vs VTSAX
1.03
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.