Average annual returns
Through 20251 year
12.72%
3 year
12.01%
5 year
10.52%
10 year
10.29%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
13.45%
Sharpe
0.63
Sortino
0.98
Max drawdown
-25.29%
Best month
15.41%
Worst month
-13.98%
Beta vs VTSAX
0.96
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.