Average annual returns
Through 20251 year
22.27%
3 year
31.59%
5 year
15.57%
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.)
13.81%
Sharpe
1.78
Sortino
3.64
Max drawdown
-30.36%
Best month
13.94%
Worst month
-11.32%
Beta vs VTSAX
1.00
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.