Average annual returns
Through 20251 year
13.28%
3 year
19.55%
5 year
11.83%
10 year
—
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.)
13.61%
Sharpe
1.04
Sortino
1.89
Max drawdown
-27.22%
Best month
15.52%
Worst month
-19.00%
Beta vs VTSAX
1.01
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.