Average annual returns
Through 20251 year
17.09%
3 year
22.19%
5 year
13.67%
10 year
14.07%
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.)
12.06%
Sharpe
1.45
Sortino
2.82
Max drawdown
-33.06%
Best month
12.74%
Worst month
-12.42%
Beta vs VTSAX
0.15
Correlation
0.16
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.