Average annual returns
Through 20251 year
12.32%
3 year
18.45%
5 year
8.51%
10 year
10.83%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
42 months through March 31, 2026Volatility (ann.)
13.50%
Sharpe
1.29
Sortino
2.38
Max drawdown
-10.91%
Best month
10.44%
Worst month
-8.12%
Beta vs VTSAX
1.01
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.