Average annual returns
Through 20251 year
25.19%
3 year
28.71%
5 year
16.55%
10 year
16.87%
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.)
15.77%
Sharpe
1.40
Sortino
3.12
Max drawdown
-29.50%
Best month
13.19%
Worst month
-12.37%
Beta vs VTSAX
1.10
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.