Average annual returns
Through 20251 year
14.35%
3 year
17.36%
5 year
9.63%
10 year
11.42%
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.)
11.71%
Sharpe
1.17
Sortino
2.17
Max drawdown
-25.13%
Best month
12.09%
Worst month
-14.63%
Beta vs VTSAX
0.91
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.