Average annual returns
Through 20251 year
20.97%
3 year
13.66%
5 year
10.06%
10 year
10.10%
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.)
18.81%
Sharpe
0.86
Sortino
1.55
Max drawdown
-32.91%
Best month
16.41%
Worst month
-23.03%
Beta vs VTSAX
1.11
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.