Average annual returns
Through 20251 year
15.80%
3 year
22.78%
5 year
14.87%
10 year
13.47%
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.)
12.41%
Sharpe
1.52
Sortino
3.06
Max drawdown
-21.60%
Best month
12.81%
Worst month
-12.92%
Beta vs VTSAX
0.97
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.