Average annual returns
Through 20251 year
14.58%
3 year
12.02%
5 year
11.31%
10 year
10.66%
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.)
12.56%
Sharpe
1.00
Sortino
1.71
Max drawdown
-28.36%
Best month
16.39%
Worst month
-17.72%
Beta vs VTSAX
0.79
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.