Average annual returns
Through 20251 year
17.12%
3 year
14.48%
5 year
13.55%
10 year
11.34%
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.)
13.02%
Sharpe
1.22
Sortino
2.18
Max drawdown
-27.58%
Best month
14.01%
Worst month
-16.57%
Beta vs VTSAX
0.20
Correlation
0.19
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.