Average annual returns
Through 20241 year
29.00%
3 year
10.41%
5 year
9.56%
10 year
9.77%
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.)
15.97%
Sharpe
1.09
Sortino
1.96
Max drawdown
-22.19%
Best month
11.21%
Worst month
-13.64%
Beta vs VTSAX
0.60
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.