Average annual returns
Through 20251 year
18.73%
3 year
33.94%
5 year
14.40%
10 year
17.78%
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.)
18.53%
Sharpe
1.30
Sortino
2.52
Max drawdown
-35.52%
Best month
14.77%
Worst month
-13.96%
Beta vs VTSAX
1.36
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.