Average annual returns
Through 20251 year
25.90%
3 year
21.77%
5 year
12.50%
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.)
13.23%
Sharpe
1.35
Sortino
2.41
Max drawdown
-24.63%
Best month
13.70%
Worst month
-13.60%
Beta vs VTSAX
0.97
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.