Average annual returns
Through 20251 year
24.70%
3 year
11.49%
5 year
7.53%
10 year
10.04%
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.)
15.38%
Sharpe
0.69
Sortino
1.16
Max drawdown
-21.07%
Best month
12.58%
Worst month
-9.06%
Beta vs VTSAX
0.41
Correlation
0.34
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.