Average annual returns
Through 20251 year
24.43%
3 year
38.97%
5 year
12.90%
10 year
18.89%
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.)
20.46%
Sharpe
1.23
Sortino
2.28
Max drawdown
-43.09%
Best month
16.65%
Worst month
-13.44%
Beta vs VTSAX
1.38
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.