Average annual returns
Through 20251 year
16.90%
3 year
13.98%
5 year
13.44%
10 year
11.08%
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.)
12.96%
Sharpe
1.21
Sortino
2.16
Max drawdown
-27.45%
Best month
13.84%
Worst month
-16.23%
Beta vs VTSAX
0.79
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.