Average annual returns
Through 20251 year
22.57%
3 year
21.37%
5 year
12.15%
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
81 months through March 31, 2026Volatility (ann.)
11.30%
Sharpe
1.62
Sortino
3.17
Max drawdown
-25.34%
Best month
10.59%
Worst month
-13.25%
Beta vs VTSAX
0.85
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.