Average annual returns
Through 20251 year
18.59%
3 year
34.23%
5 year
12.16%
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
68 months through March 31, 2026Volatility (ann.)
15.55%
Sharpe
1.45
Sortino
2.85
Max drawdown
-39.02%
Best month
12.78%
Worst month
-15.09%
Beta vs VTSAX
1.07
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.