Average annual returns
Through 20251 year
23.77%
3 year
19.01%
5 year
15.93%
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.)
13.42%
Sharpe
1.55
Sortino
3.04
Max drawdown
-26.63%
Best month
12.75%
Worst month
-16.87%
Beta vs VTSAX
0.88
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.