Average annual returns
Through 20251 year
17.54%
3 year
17.47%
5 year
10.87%
10 year
10.60%
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.)
19.43%
Sharpe
0.93
Sortino
1.92
Max drawdown
-31.86%
Best month
15.56%
Worst month
-22.34%
Beta vs VTSAX
1.25
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.