Average annual returns
Through 20251 year
14.11%
3 year
20.11%
5 year
15.04%
10 year
13.71%
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.)
13.56%
Sharpe
1.18
Sortino
2.43
Max drawdown
-30.42%
Best month
17.88%
Worst month
-21.69%
Beta vs VTSAX
0.88
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.