Average annual returns
Through 20251 year
4.43%
3 year
20.57%
5 year
11.48%
10 year
13.64%
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.)
12.38%
Sharpe
1.17
Sortino
2.09
Max drawdown
-38.70%
Best month
15.66%
Worst month
-11.61%
Beta vs VTSAX
0.14
Correlation
0.14
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.