Average annual returns
Through 20251 year
19.21%
3 year
14.19%
5 year
5.93%
10 year
5.89%
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.)
12.73%
Sharpe
1.00
Sortino
1.65
Max drawdown
-28.12%
Best month
10.29%
Worst month
-11.13%
Beta vs VTSAX
0.93
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.