Average annual returns
Through 20251 year
24.60%
3 year
33.21%
5 year
18.11%
10 year
22.34%
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.)
17.57%
Sharpe
1.23
Sortino
2.53
Max drawdown
-31.23%
Best month
13.77%
Worst month
-11.99%
Beta vs VTSAX
1.13
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.