Average annual returns
Through 20251 year
20.73%
3 year
34.51%
5 year
15.75%
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
79 months through March 31, 2026Volatility (ann.)
15.81%
Sharpe
1.40
Sortino
2.73
Max drawdown
-33.55%
Best month
14.96%
Worst month
-12.99%
Beta vs VTSAX
1.09
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.