Average annual returns
Through 20251 year
15.02%
3 year
11.69%
5 year
10.78%
10 year
10.72%
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.)
14.42%
Sharpe
1.10
Sortino
1.93
Max drawdown
-19.72%
Best month
10.95%
Worst month
-11.12%
Beta vs VTSAX
0.51
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.