Average annual returns
Through 20251 year
15.26%
3 year
20.14%
5 year
9.61%
10 year
13.76%
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.)
13.17%
Sharpe
1.10
Sortino
2.01
Max drawdown
-29.94%
Best month
13.28%
Worst month
-11.61%
Beta vs VTSAX
1.02
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.