Average annual returns
Through 20251 year
14.92%
3 year
18.86%
5 year
15.15%
10 year
13.05%
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.)
14.75%
Sharpe
1.17
Sortino
2.42
Max drawdown
-31.94%
Best month
16.87%
Worst month
-21.35%
Beta vs VTSAX
0.92
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.