Average annual returns
Through 20251 year
15.24%
3 year
17.43%
5 year
13.48%
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.)
19.10%
Sharpe
0.89
Sortino
1.72
Max drawdown
-34.57%
Best month
16.37%
Worst month
-25.13%
Beta vs VTSAX
1.29
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.