Average annual returns
Through 20251 year
21.16%
3 year
6.37%
5 year
2.69%
10 year
4.54%
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.)
15.77%
Sharpe
0.36
Sortino
0.61
Max drawdown
-34.79%
Best month
15.96%
Worst month
-12.80%
Beta vs VTSAX
0.68
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.