Average annual returns
Through 20251 year
23.96%
3 year
12.02%
5 year
8.27%
10 year
6.86%
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.)
8.89%
Sharpe
1.62
Sortino
3.42
Max drawdown
-15.63%
Best month
8.28%
Worst month
-9.29%
Beta vs VTSAX
0.25
Correlation
0.36
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.