Average annual returns
Through 20251 year
16.26%
3 year
10.24%
5 year
9.64%
10 year
7.00%
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.)
11.69%
Sharpe
1.13
Sortino
2.03
Max drawdown
-23.12%
Best month
8.36%
Worst month
-15.41%
Beta vs VTSAX
0.54
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.