Average annual returns
Through 20251 year
12.45%
3 year
17.36%
5 year
10.74%
10 year
13.57%
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.)
12.81%
Sharpe
1.29
Sortino
2.49
Max drawdown
-21.80%
Best month
14.63%
Worst month
-7.29%
Beta vs VTSAX
0.88
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.