Average annual returns
Through 20251 year
12.90%
3 year
29.23%
5 year
11.43%
10 year
15.01%
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.)
17.44%
Sharpe
1.22
Sortino
2.27
Max drawdown
-34.86%
Best month
13.12%
Worst month
-12.27%
Beta vs VTSAX
1.22
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.