Average annual returns
Through 20251 year
23.60%
3 year
30.94%
5 year
15.78%
10 year
16.76%
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.)
13.77%
Sharpe
1.85
Sortino
3.85
Max drawdown
-29.76%
Best month
13.51%
Worst month
-11.27%
Beta vs VTSAX
1.00
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.