Average annual returns
Through 20251 year
14.75%
3 year
16.79%
5 year
2.12%
10 year
10.81%
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.)
16.95%
Sharpe
0.60
Sortino
0.96
Max drawdown
-40.98%
Best month
15.15%
Worst month
-14.35%
Beta vs VTSAX
1.22
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.