Average annual returns
Through 20251 year
16.92%
3 year
20.14%
5 year
12.15%
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.)
12.76%
Sharpe
1.25
Sortino
2.36
Max drawdown
-24.72%
Best month
12.90%
Worst month
-12.51%
Beta vs VTSAX
1.01
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.