Average annual returns
Through 20251 year
21.18%
3 year
24.80%
5 year
19.03%
10 year
12.85%
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.)
12.86%
Sharpe
1.77
Sortino
3.84
Max drawdown
-26.57%
Best month
10.44%
Worst month
-13.83%
Beta vs VTSAX
0.94
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.