Average annual returns
Through 20251 year
17.97%
3 year
29.38%
5 year
13.98%
10 year
15.68%
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.)
14.54%
Sharpe
1.52
Sortino
3.01
Max drawdown
-39.51%
Best month
14.35%
Worst month
-11.37%
Beta vs VTSAX
0.24
Correlation
0.21
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.