Average annual returns
Through 20251 year
16.31%
3 year
10.30%
5 year
9.41%
10 year
8.77%
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.)
13.28%
Sharpe
0.77
Sortino
1.28
Max drawdown
-25.24%
Best month
13.08%
Worst month
-15.73%
Beta vs VTSAX
0.83
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.