Average annual returns
Through 20251 year
14.39%
3 year
20.76%
5 year
13.77%
10 year
9.93%
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.)
15.21%
Sharpe
1.25
Sortino
2.43
Max drawdown
-33.16%
Best month
15.44%
Worst month
-24.22%
Beta vs VTSAX
1.08
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.