Average annual returns
Through 20251 year
23.65%
3 year
20.51%
5 year
11.61%
10 year
11.98%
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.)
11.83%
Sharpe
1.44
Sortino
2.64
Max drawdown
-25.13%
Best month
12.52%
Worst month
-13.72%
Beta vs VTSAX
0.89
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.