Average annual returns
Through 20251 year
26.51%
3 year
25.79%
5 year
14.69%
10 year
17.07%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
23.68%
Sharpe
1.14
Sortino
2.22
Max drawdown
-31.54%
Best month
16.60%
Worst month
-13.63%
Beta vs VTSAX
1.42
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.