Average annual returns
Through 20251 year
22.63%
3 year
25.03%
5 year
14.01%
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.)
15.45%
Sharpe
1.52
Sortino
3.02
Max drawdown
-27.81%
Best month
15.50%
Worst month
-9.97%
Beta vs VTSAX
1.10
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.