Average annual returns
Through 20251 year
18.74%
3 year
21.33%
5 year
17.00%
10 year
14.15%
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.)
15.80%
Sharpe
1.33
Sortino
2.85
Max drawdown
-31.46%
Best month
18.29%
Worst month
-23.95%
Beta vs VTSAX
1.00
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.