Average annual returns
Through 20251 year
14.78%
3 year
14.01%
5 year
10.95%
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
68 months through March 31, 2026Volatility (ann.)
11.10%
Sharpe
1.18
Sortino
2.08
Max drawdown
-18.90%
Best month
10.91%
Worst month
-7.87%
Beta vs VTSAX
0.78
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.