Average annual returns
Through 20251 year
18.41%
3 year
19.40%
5 year
10.53%
10 year
10.28%
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.)
9.97%
Sharpe
1.66
Sortino
3.30
Max drawdown
-28.43%
Best month
9.68%
Worst month
-11.98%
Beta vs VTSAX
0.27
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.