Average annual returns
Through 20251 year
20.72%
3 year
24.85%
5 year
15.59%
10 year
14.31%
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.)
12.02%
Sharpe
1.69
Sortino
3.44
Max drawdown
-23.92%
Best month
11.94%
Worst month
-11.17%
Beta vs VTSAX
0.93
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.