Average annual returns
Through 20251 year
16.09%
3 year
15.28%
5 year
7.52%
10 year
8.98%
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.)
8.72%
Sharpe
1.45
Sortino
2.62
Max drawdown
-22.36%
Best month
8.25%
Worst month
-10.45%
Beta vs VTSAX
0.64
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.