Average annual returns
Through 20251 year
17.04%
3 year
22.40%
5 year
13.29%
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.)
12.37%
Sharpe
1.44
Sortino
2.81
Max drawdown
-33.34%
Best month
13.14%
Worst month
-13.19%
Beta vs VTSAX
0.15
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.