Average annual returns
Through 20251 year
12.09%
3 year
24.98%
5 year
10.45%
10 year
14.77%
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.)
14.73%
Sharpe
1.03
Sortino
1.87
Max drawdown
-33.44%
Best month
13.87%
Worst month
-12.56%
Beta vs VTSAX
1.08
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.