Average annual returns
Through 20251 year
22.29%
3 year
24.91%
5 year
17.99%
10 year
15.39%
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.)
11.79%
Sharpe
1.77
Sortino
3.43
Max drawdown
-22.01%
Best month
12.08%
Worst month
-10.34%
Beta vs VTSAX
0.89
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.