Average annual returns
Through 20241 year
23.64%
3 year
10.98%
5 year
12.45%
10 year
10.32%
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.)
20.12%
Sharpe
1.22
Sortino
2.46
Max drawdown
-28.81%
Best month
14.41%
Worst month
-21.03%
Beta vs VTSAX
1.36
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.