Average annual returns
Through 20251 year
17.23%
3 year
16.57%
5 year
12.14%
10 year
12.23%
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.)
11.86%
Sharpe
1.20
Sortino
2.16
Max drawdown
-29.43%
Best month
12.10%
Worst month
-13.28%
Beta vs VTSAX
0.12
Correlation
0.13
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.