Average annual returns
Through 20251 year
17.57%
3 year
13.48%
5 year
12.07%
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
74 months through March 31, 2026Volatility (ann.)
9.68%
Sharpe
1.46
Sortino
2.64
Max drawdown
-16.43%
Best month
11.07%
Worst month
-8.63%
Beta vs VTSAX
0.64
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.