Average annual returns
Through 20251 year
16.24%
3 year
9.76%
5 year
11.15%
10 year
8.81%
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.)
9.69%
Sharpe
1.06
Sortino
1.86
Max drawdown
-24.59%
Best month
13.46%
Worst month
-14.76%
Beta vs VTSAX
0.60
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.