Average annual returns
Through 20251 year
12.76%
3 year
19.36%
5 year
12.63%
10 year
13.00%
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.)
11.08%
Sharpe
1.50
Sortino
2.98
Max drawdown
-22.04%
Best month
11.30%
Worst month
-12.81%
Beta vs VTSAX
0.85
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.