Average annual returns
Through 20251 year
22.96%
3 year
11.13%
5 year
14.01%
10 year
9.76%
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.)
13.44%
Sharpe
0.95
Sortino
1.61
Max drawdown
-34.55%
Best month
18.02%
Worst month
-21.00%
Beta vs VTSAX
0.79
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.