Average annual returns
Through 20251 year
18.30%
3 year
28.49%
5 year
11.61%
10 year
16.00%
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.)
15.70%
Sharpe
1.13
Sortino
2.10
Max drawdown
-44.75%
Best month
13.82%
Worst month
-13.84%
Beta vs VTSAX
0.77
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.