Average annual returns
Through 20251 year
20.06%
3 year
19.96%
5 year
10.44%
10 year
11.45%
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.)
12.21%
Sharpe
1.20
Sortino
2.17
Max drawdown
-26.31%
Best month
12.40%
Worst month
-13.38%
Beta vs VTSAX
0.93
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.