Average annual returns
Through 20251 year
15.37%
3 year
17.24%
5 year
13.21%
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.)
17.00%
Sharpe
0.98
Sortino
1.84
Max drawdown
-31.94%
Best month
15.16%
Worst month
-22.80%
Beta vs VTSAX
1.20
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.