Average annual returns
Through 20251 year
18.67%
3 year
24.58%
5 year
13.39%
10 year
11.86%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
14.08%
Sharpe
1.41
Sortino
2.94
Max drawdown
-28.66%
Best month
13.27%
Worst month
-13.51%
Beta vs VTSAX
1.04
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.