Average annual returns
Through 20251 year
18.56%
3 year
14.22%
5 year
6.00%
10 year
5.95%
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.)
12.72%
Sharpe
0.99
Sortino
1.63
Max drawdown
-27.24%
Best month
10.14%
Worst month
-11.48%
Beta vs VTSAX
0.93
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.