Average annual returns
Through 20251 year
27.20%
3 year
14.92%
5 year
14.77%
10 year
—
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.)
11.40%
Sharpe
1.78
Sortino
3.93
Max drawdown
-25.77%
Best month
11.34%
Worst month
-17.83%
Beta vs VTSAX
0.39
Correlation
0.43
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.