Average annual returns
Through 20251 year
49.15%
3 year
53.17%
5 year
27.73%
10 year
30.93%
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.)
26.01%
Sharpe
1.67
Sortino
4.24
Max drawdown
-40.06%
Best month
20.29%
Worst month
-16.60%
Beta vs VTSAX
1.48
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.