Average annual returns
Through 20251 year
19.22%
3 year
13.67%
5 year
12.35%
10 year
10.20%
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.)
12.23%
Sharpe
1.18
Sortino
2.15
Max drawdown
-30.21%
Best month
14.46%
Worst month
-18.64%
Beta vs VTSAX
0.04
Correlation
0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.