Average annual returns
Through 20251 year
13.87%
3 year
12.59%
5 year
11.39%
10 year
11.65%
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.)
12.93%
Sharpe
1.04
Sortino
1.79
Max drawdown
-26.07%
Best month
12.58%
Worst month
-15.78%
Beta vs VTSAX
0.81
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.