Average annual returns
Through 20251 year
12.50%
3 year
31.41%
5 year
10.67%
10 year
15.66%
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.)
15.52%
Sharpe
1.46
Sortino
2.97
Max drawdown
-38.49%
Best month
15.82%
Worst month
-13.31%
Beta vs VTSAX
1.11
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.