Average annual returns
Through 20251 year
28.65%
3 year
26.53%
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
48 months through March 31, 2026Volatility (ann.)
16.94%
Sharpe
0.89
Sortino
1.76
Max drawdown
-26.05%
Best month
14.67%
Worst month
-13.51%
Beta vs VTSAX
1.08
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.