Average annual returns
Through 20251 year
18.00%
3 year
36.59%
5 year
6.90%
10 year
14.63%
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.)
23.04%
Sharpe
1.04
Sortino
2.02
Max drawdown
-53.93%
Best month
17.33%
Worst month
-20.02%
Beta vs VTSAX
1.49
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.