Average annual returns
Through 20251 year
17.65%
3 year
31.10%
5 year
12.46%
10 year
16.91%
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.)
14.34%
Sharpe
1.42
Sortino
2.70
Max drawdown
-35.18%
Best month
15.50%
Worst month
-14.00%
Beta vs VTSAX
1.01
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.