Average annual returns
Through 20251 year
20.09%
3 year
17.77%
5 year
12.56%
10 year
13.34%
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.)
12.30%
Sharpe
1.15
Sortino
2.03
Max drawdown
-30.95%
Best month
11.48%
Worst month
-13.45%
Beta vs VTSAX
0.66
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.