Average annual returns
Through 20251 year
19.26%
3 year
19.31%
5 year
13.81%
10 year
13.66%
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.)
12.06%
Sharpe
1.50
Sortino
2.80
Max drawdown
-19.01%
Best month
10.05%
Worst month
-8.07%
Beta vs VTSAX
0.92
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.