Average annual returns
Through 20251 year
18.33%
3 year
17.36%
5 year
11.17%
10 year
11.39%
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.)
10.29%
Sharpe
1.44
Sortino
2.57
Max drawdown
-22.20%
Best month
11.65%
Worst month
-11.57%
Beta vs VTSAX
0.70
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.