Average annual returns
Through 20251 year
21.92%
3 year
32.26%
5 year
15.62%
10 year
16.95%
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.)
13.72%
Sharpe
1.83
Sortino
3.77
Max drawdown
-30.89%
Best month
14.52%
Worst month
-11.58%
Beta vs VTSAX
0.99
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.