Average annual returns
Through 20251 year
21.91%
3 year
21.95%
5 year
13.46%
10 year
13.54%
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.)
14.53%
Sharpe
1.58
Sortino
3.48
Max drawdown
-11.52%
Best month
9.36%
Worst month
-5.58%
Beta vs VTSAX
1.02
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.