Average annual returns
Through 20251 year
14.81%
3 year
19.20%
5 year
—
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
42 months through March 31, 2026Volatility (ann.)
12.08%
Sharpe
1.25
Sortino
2.33
Max drawdown
-8.96%
Best month
8.67%
Worst month
-5.62%
Beta vs VTSAX
0.96
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.