Average annual returns
Through 20251 year
18.64%
3 year
13.13%
5 year
11.82%
10 year
9.68%
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.)
12.24%
Sharpe
1.13
Sortino
2.05
Max drawdown
-30.27%
Best month
14.38%
Worst month
-18.66%
Beta vs VTSAX
0.04
Correlation
0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.