Average annual returns
Through 20251 year
14.88%
3 year
16.15%
5 year
8.40%
10 year
8.45%
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.)
8.62%
Sharpe
1.59
Sortino
3.10
Max drawdown
-25.01%
Best month
7.92%
Worst month
-9.02%
Beta vs VTSAX
0.22
Correlation
0.32
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.