Average annual returns
Through 20251 year
16.01%
3 year
9.93%
5 year
9.64%
10 year
10.48%
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.)
15.21%
Sharpe
0.93
Sortino
1.56
Max drawdown
-18.90%
Best month
10.44%
Worst month
-11.31%
Beta vs VTSAX
0.54
Correlation
0.44
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.