Average annual returns
Through 20251 year
16.84%
3 year
33.46%
5 year
13.00%
10 year
16.12%
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.)
15.92%
Sharpe
1.32
Sortino
2.51
Max drawdown
-43.78%
Best month
13.64%
Worst month
-14.94%
Beta vs VTSAX
0.39
Correlation
0.31
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.