Average annual returns
Through 20251 year
21.92%
3 year
12.11%
5 year
11.34%
10 year
6.74%
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.)
14.05%
Sharpe
0.90
Sortino
1.58
Max drawdown
-15.05%
Best month
12.06%
Worst month
-8.01%
Beta vs VTSAX
0.46
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.