Average annual returns
Through 20251 year
17.85%
3 year
19.48%
5 year
12.34%
10 year
12.44%
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.)
12.48%
Sharpe
1.31
Sortino
2.49
Max drawdown
-31.01%
Best month
12.52%
Worst month
-15.47%
Beta vs VTSAX
0.17
Correlation
0.18
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.