Average annual returns
Through 20251 year
19.10%
3 year
13.86%
5 year
10.04%
10 year
7.99%
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.)
7.43%
Sharpe
1.58
Sortino
3.38
Max drawdown
-15.48%
Best month
11.32%
Worst month
-7.44%
Beta vs VTSAX
0.45
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.