Average annual returns
Through 20251 year
16.94%
3 year
16.29%
5 year
11.87%
10 year
11.96%
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.)
11.85%
Sharpe
1.17
Sortino
2.10
Max drawdown
-29.55%
Best month
12.06%
Worst month
-13.29%
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.