Average annual returns
Through 20251 year
31.78%
3 year
26.39%
5 year
15.44%
10 year
12.16%
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.)
12.34%
Sharpe
1.82
Sortino
4.16
Max drawdown
-24.06%
Best month
11.86%
Worst month
-15.42%
Beta vs VTSAX
0.88
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.