Average annual returns
Through 20251 year
19.45%
3 year
22.43%
5 year
14.40%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
66 months through March 31, 2026Volatility (ann.)
13.46%
Sharpe
1.29
Sortino
2.47
Max drawdown
-34.09%
Best month
10.18%
Worst month
-10.06%
Beta vs VTSAX
0.22
Correlation
0.20
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.