Average annual returns
Through 20251 year
13.59%
3 year
18.28%
5 year
7.86%
10 year
9.82%
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.)
15.19%
Sharpe
1.24
Sortino
2.20
Max drawdown
-12.43%
Best month
10.81%
Worst month
-8.43%
Beta vs VTSAX
1.10
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.