Average annual returns
Through 20251 year
13.95%
3 year
17.03%
5 year
10.39%
10 year
7.29%
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.)
15.64%
Sharpe
1.23
Sortino
2.44
Max drawdown
-29.16%
Best month
15.47%
Worst month
-19.36%
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.