Average annual returns
Through 20251 year
18.80%
3 year
12.00%
5 year
12.14%
10 year
10.97%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
54 months through March 31, 2026Volatility (ann.)
10.58%
Sharpe
1.32
Sortino
2.48
Max drawdown
-14.34%
Best month
10.23%
Worst month
-8.09%
Beta vs VTSAX
0.54
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.