Average annual returns
Through 20251 year
20.67%
3 year
23.53%
5 year
12.29%
10 year
12.74%
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.)
11.87%
Sharpe
1.52
Sortino
2.96
Max drawdown
-34.26%
Best month
12.70%
Worst month
-14.32%
Beta vs VTSAX
0.59
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.