Average annual returns
Through 20251 year
18.69%
3 year
16.02%
5 year
9.80%
10 year
10.02%
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.)
8.71%
Sharpe
1.67
Sortino
3.13
Max drawdown
-18.53%
Best month
7.86%
Worst month
-7.96%
Beta vs VTSAX
0.65
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.