Average annual returns
Through 20251 year
20.13%
3 year
9.51%
5 year
4.13%
10 year
4.23%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
80 months through March 31, 2026Volatility (ann.)
9.87%
Sharpe
1.15
Sortino
2.22
Max drawdown
-17.17%
Best month
7.37%
Worst month
-12.88%
Beta vs VTSAX
0.48
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.