Average annual returns
Through 20251 year
13.44%
3 year
14.33%
5 year
8.11%
10 year
6.32%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
8.65%
Sharpe
1.45
Sortino
2.86
Max drawdown
-20.04%
Best month
9.48%
Worst month
-13.15%
Beta vs VTSAX
0.57
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.