Average annual returns
Through 20251 year
11.53%
3 year
19.11%
5 year
11.34%
10 year
14.30%
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.)
13.79%
Sharpe
1.21
Sortino
2.30
Max drawdown
-27.77%
Best month
12.12%
Worst month
-14.18%
Beta vs VTSAX
1.04
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.