Average annual returns
Through 20251 year
16.25%
3 year
20.35%
5 year
12.93%
10 year
13.21%
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.)
13.00%
Sharpe
1.22
Sortino
2.31
Max drawdown
-22.44%
Best month
12.03%
Worst month
-14.07%
Beta vs VTSAX
1.02
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.