Average annual returns
Through 20251 year
16.88%
3 year
21.79%
5 year
14.50%
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.)
11.44%
Sharpe
1.55
Sortino
2.95
Max drawdown
-21.00%
Best month
12.21%
Worst month
-10.56%
Beta vs VTSAX
0.90
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.