Average annual returns
Through 20251 year
12.02%
3 year
16.86%
5 year
14.06%
10 year
13.70%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
16.59%
Sharpe
0.94
Sortino
1.76
Max drawdown
-17.19%
Best month
14.09%
Worst month
-8.52%
Beta vs VTSAX
1.10
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.