Average annual returns
Through 20251 year
13.33%
3 year
19.66%
5 year
10.28%
10 year
10.18%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
13.05%
Sharpe
1.19
Sortino
2.18
Max drawdown
-22.31%
Best month
10.83%
Worst month
-14.71%
Beta vs VTSAX
1.01
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.