Average annual returns
Through 20251 year
24.52%
3 year
24.65%
5 year
14.70%
10 year
14.32%
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.)
12.70%
Sharpe
1.64
Sortino
3.20
Max drawdown
-24.70%
Best month
11.79%
Worst month
-14.03%
Beta vs VTSAX
0.97
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.