Average annual returns
Through 20251 year
14.86%
3 year
15.12%
5 year
8.27%
10 year
9.96%
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.)
9.26%
Sharpe
1.22
Sortino
2.19
Max drawdown
-25.87%
Best month
7.06%
Worst month
-8.22%
Beta vs VTSAX
0.49
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.