Average annual returns
Through 20251 year
29.25%
3 year
18.56%
5 year
15.86%
10 year
11.69%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through March 31, 2026Volatility (ann.)
12.79%
Sharpe
1.70
Sortino
3.42
Max drawdown
-26.47%
Best month
14.58%
Worst month
-14.62%
Beta vs VTSAX
0.77
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.