Average annual returns
Through 20251 year
16.24%
3 year
18.25%
5 year
14.78%
10 year
8.94%
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.)
8.27%
Sharpe
2.04
Sortino
4.99
Max drawdown
-16.99%
Best month
6.50%
Worst month
-7.86%
Beta vs VTSAX
0.56
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.