Average annual returns
Through 20251 year
19.89%
3 year
22.26%
5 year
10.76%
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
81 months through March 31, 2026Volatility (ann.)
15.41%
Sharpe
1.26
Sortino
2.37
Max drawdown
-29.53%
Best month
15.94%
Worst month
-11.37%
Beta vs VTSAX
1.08
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.