Average annual returns
Through 20251 year
14.90%
3 year
32.72%
5 year
14.95%
10 year
16.91%
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.)
16.68%
Sharpe
1.16
Sortino
2.13
Max drawdown
-31.99%
Best month
13.94%
Worst month
-14.27%
Beta vs VTSAX
1.20
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.