Average annual returns
Through 20251 year
15.00%
3 year
15.73%
5 year
3.68%
10 year
10.08%
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.)
19.76%
Sharpe
0.65
Sortino
1.14
Max drawdown
-33.37%
Best month
17.98%
Worst month
-19.78%
Beta vs VTSAX
1.41
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.