Average annual returns
Through 20251 year
19.31%
3 year
18.24%
5 year
13.56%
10 year
13.31%
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.)
16.58%
Sharpe
1.13
Sortino
2.15
Max drawdown
-27.15%
Best month
15.93%
Worst month
-19.24%
Beta vs VTSAX
1.10
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.