Average annual returns
Through 20251 year
17.10%
3 year
22.25%
5 year
13.00%
10 year
14.00%
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.)
12.64%
Sharpe
1.41
Sortino
2.73
Max drawdown
-25.07%
Best month
13.22%
Worst month
-13.74%
Beta vs VTSAX
1.00
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.