Average annual returns
Through 20251 year
17.91%
3 year
12.10%
5 year
5.78%
10 year
7.10%
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.)
10.02%
Sharpe
1.00
Sortino
1.64
Max drawdown
-21.15%
Best month
8.57%
Worst month
-9.85%
Beta vs VTSAX
0.71
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.