Average annual returns
Through 20251 year
13.24%
3 year
12.63%
5 year
5.03%
10 year
6.18%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
74 months through March 31, 2026Volatility (ann.)
9.47%
Sharpe
1.17
Sortino
2.12
Max drawdown
-26.92%
Best month
10.37%
Worst month
-20.95%
Beta vs VTSAX
0.67
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.