Average annual returns
Through 20251 year
31.76%
3 year
16.82%
5 year
4.81%
10 year
5.48%
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.)
13.24%
Sharpe
1.24
Sortino
2.18
Max drawdown
-34.77%
Best month
13.41%
Worst month
-25.06%
Beta vs VTSAX
0.69
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.