Average annual returns
Through 20251 year
28.62%
3 year
23.34%
5 year
12.41%
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
75 months through March 31, 2026Volatility (ann.)
12.50%
Sharpe
1.44
Sortino
2.79
Max drawdown
-26.95%
Best month
14.56%
Worst month
-19.80%
Beta vs VTSAX
0.86
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.