Average annual returns
Through 20251 year
16.18%
3 year
22.76%
5 year
10.16%
10 year
11.52%
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.)
19.62%
Sharpe
1.15
Sortino
2.15
Max drawdown
-31.08%
Best month
13.45%
Worst month
-12.14%
Beta vs VTSAX
1.38
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.