Average annual returns
Through 20251 year
16.34%
3 year
13.24%
5 year
10.33%
10 year
8.52%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
59 months through March 31, 2026Volatility (ann.)
12.51%
Sharpe
1.05
Sortino
1.79
Max drawdown
-17.72%
Best month
11.31%
Worst month
-8.73%
Beta vs VTSAX
0.87
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.