Average annual returns
Through 20251 year
12.54%
3 year
20.47%
5 year
6.67%
10 year
12.25%
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.)
17.76%
Sharpe
0.93
Sortino
1.72
Max drawdown
-35.06%
Best month
17.99%
Worst month
-20.87%
Beta vs VTSAX
1.30
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.