Average annual returns
Through 20251 year
5.61%
3 year
—
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
29 months through March 31, 2026Volatility (ann.)
13.20%
Sharpe
0.92
Sortino
1.52
Max drawdown
-8.55%
Best month
7.39%
Worst month
-6.73%
Beta vs VTSAX
0.93
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.