Average annual returns
Through 20251 year
13.11%
3 year
15.26%
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
63 months through March 31, 2026Volatility (ann.)
11.52%
Sharpe
1.13
Sortino
2.06
Max drawdown
-27.17%
Best month
9.93%
Worst month
-9.44%
Beta vs VTSAX
0.88
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.