Average annual returns
Through 20251 year
16.34%
3 year
24.05%
5 year
14.68%
10 year
15.14%
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.)
12.16%
Sharpe
1.57
Sortino
3.08
Max drawdown
-24.13%
Best month
12.62%
Worst month
-13.07%
Beta vs VTSAX
0.96
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.