Average annual returns
Through 20251 year
12.21%
3 year
31.86%
5 year
12.93%
10 year
16.42%
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.)
15.87%
Sharpe
1.56
Sortino
3.20
Max drawdown
-33.31%
Best month
15.85%
Worst month
-12.25%
Beta vs VTSAX
1.09
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.