Average annual returns
Through 20251 year
27.28%
3 year
38.24%
5 year
5.28%
10 year
15.77%
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.)
19.20%
Sharpe
1.43
Sortino
2.98
Max drawdown
-60.69%
Best month
14.88%
Worst month
-20.02%
Beta vs VTSAX
1.23
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.