Average annual returns
Through 20251 year
17.90%
3 year
16.26%
5 year
9.72%
10 year
12.76%
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.)
13.67%
Sharpe
0.77
Sortino
1.34
Max drawdown
-29.74%
Best month
17.97%
Worst month
-20.48%
Beta vs VTSAX
1.04
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.