Average annual returns
Through 20251 year
23.10%
3 year
36.32%
5 year
12.85%
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.)
13.08%
Sharpe
1.95
Sortino
4.21
Max drawdown
-43.47%
Best month
14.80%
Worst month
-14.06%
Beta vs VTSAX
0.90
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.