Average annual returns
Through 20251 year
14.62%
3 year
14.11%
5 year
13.08%
10 year
—
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.)
12.60%
Sharpe
1.17
Sortino
2.04
Max drawdown
-29.84%
Best month
15.99%
Worst month
-18.47%
Beta vs VTSAX
0.81
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.