Average annual returns
Through 20251 year
12.82%
3 year
17.96%
5 year
11.11%
10 year
12.91%
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.)
12.15%
Sharpe
1.18
Sortino
2.16
Max drawdown
-23.05%
Best month
12.10%
Worst month
-12.41%
Beta vs VTSAX
0.95
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.