Average annual returns
Through 20251 year
11.86%
3 year
19.39%
5 year
11.63%
10 year
11.98%
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.)
13.80%
Sharpe
1.23
Sortino
2.35
Max drawdown
-27.61%
Best month
12.28%
Worst month
-14.24%
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.