Average annual returns
Through 20251 year
12.44%
3 year
24.49%
5 year
11.78%
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
75 months through March 31, 2026Volatility (ann.)
21.95%
Sharpe
0.93
Sortino
1.65
Max drawdown
-34.96%
Best month
15.88%
Worst month
-12.83%
Beta vs VTSAX
1.52
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.