Average annual returns
Through 20251 year
30.23%
3 year
15.61%
5 year
5.87%
10 year
7.61%
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.)
12.82%
Sharpe
0.99
Sortino
1.57
Max drawdown
-31.47%
Best month
14.01%
Worst month
-15.48%
Beta vs VTSAX
0.69
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.