Average annual returns
Through 20251 year
12.99%
3 year
16.70%
5 year
10.20%
10 year
12.63%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
11.75%
Sharpe
1.26
Sortino
2.32
Max drawdown
-24.75%
Best month
10.56%
Worst month
-9.45%
Beta vs VTSAX
0.80
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.