Average annual returns
Through 20251 year
19.50%
3 year
18.01%
5 year
11.45%
10 year
12.01%
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.)
13.26%
Sharpe
1.16
Sortino
2.10
Max drawdown
-26.38%
Best month
12.09%
Worst month
-18.69%
Beta vs VTSAX
0.61
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.