Average annual returns
Through 20251 year
17.09%
3 year
17.53%
5 year
8.50%
10 year
10.94%
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.)
20.17%
Sharpe
0.88
Sortino
1.61
Max drawdown
-27.76%
Best month
16.58%
Worst month
-20.06%
Beta vs VTSAX
1.42
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.