Average annual returns
Through 20251 year
14.66%
3 year
13.94%
5 year
10.85%
10 year
12.65%
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.)
11.12%
Sharpe
1.17
Sortino
2.05
Max drawdown
-18.95%
Best month
10.86%
Worst month
-11.63%
Beta vs VTSAX
0.78
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.