Average annual returns
Through 20251 year
19.10%
3 year
34.24%
5 year
11.91%
10 year
15.81%
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.)
15.43%
Sharpe
1.47
Sortino
2.92
Max drawdown
-39.53%
Best month
14.96%
Worst month
-15.10%
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.