Average annual returns
Through 20251 year
24.91%
3 year
36.92%
5 year
13.52%
10 year
21.24%
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.)
18.57%
Sharpe
1.34
Sortino
2.75
Max drawdown
-47.54%
Best month
14.22%
Worst month
-14.53%
Beta vs VTSAX
0.88
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.