Average annual returns
Through 20251 year
23.54%
3 year
18.47%
5 year
16.33%
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
81 months through March 31, 2026Volatility (ann.)
18.89%
Sharpe
0.88
Sortino
1.56
Max drawdown
-38.24%
Best month
15.38%
Worst month
-28.91%
Beta vs VTSAX
1.29
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.