Average annual returns
Through 20251 year
12.57%
3 year
12.48%
5 year
11.02%
10 year
8.95%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through March 31, 2026Volatility (ann.)
15.14%
Sharpe
1.05
Sortino
1.99
Max drawdown
-35.42%
Best month
15.23%
Worst month
-24.25%
Beta vs VTSAX
0.99
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.