Average annual returns
Through 20251 year
17.41%
3 year
22.50%
5 year
13.98%
10 year
14.39%
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.)
12.03%
Sharpe
1.48
Sortino
2.90
Max drawdown
-32.98%
Best month
12.69%
Worst month
-12.26%
Beta vs VTSAX
0.33
Correlation
0.34
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.