Average annual returns
Through 20251 year
13.30%
3 year
28.16%
5 year
4.16%
10 year
12.82%
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.)
16.76%
Sharpe
1.04
Sortino
2.02
Max drawdown
-56.11%
Best month
19.69%
Worst month
-19.82%
Beta vs VTSAX
0.21
Correlation
0.16
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.