Average annual returns
Through 20251 year
27.92%
3 year
30.98%
5 year
23.97%
10 year
19.76%
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.)
24.60%
Sharpe
1.32
Sortino
2.76
Max drawdown
-31.01%
Best month
18.15%
Worst month
-21.56%
Beta vs VTSAX
1.50
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.