Average annual returns
Through 20251 year
2.52%
3 year
20.38%
5 year
23.35%
10 year
6.37%
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.)
15.72%
Sharpe
1.79
Sortino
4.06
Max drawdown
-61.26%
Best month
36.82%
Worst month
-48.83%
Beta vs VTSAX
0.51
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.