Average annual returns
Through 20251 year
18.41%
3 year
9.80%
5 year
4.95%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
14.40%
Sharpe
0.96
Sortino
1.65
Max drawdown
-21.41%
Best month
7.74%
Worst month
-8.88%
Beta vs VTSAX
0.86
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.