Average annual returns
Through 20251 year
39.42%
3 year
31.76%
5 year
5.48%
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
27 months through March 31, 2026Volatility (ann.)
21.59%
Sharpe
1.17
Sortino
2.19
Max drawdown
-15.67%
Best month
13.75%
Worst month
-12.39%
Beta vs VTSAX
1.47
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.