Average annual returns
Through 20251 year
17.30%
3 year
23.74%
5 year
14.38%
10 year
15.22%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
60 months through March 31, 2026Volatility (ann.)
12.27%
Sharpe
1.51
Sortino
2.96
Max drawdown
-23.78%
Best month
9.53%
Worst month
-9.28%
Beta vs VTSAX
0.95
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.