Average annual returns
Through 20251 year
15.67%
3 year
14.79%
5 year
9.96%
10 year
10.08%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
57 months through March 31, 2026Volatility (ann.)
9.20%
Sharpe
1.49
Sortino
2.68
Max drawdown
-16.08%
Best month
7.30%
Worst month
-6.90%
Beta vs VTSAX
0.69
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.