Average annual returns
Through 20251 year
8.96%
3 year
16.85%
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.)
13.30%
Sharpe
0.92
Sortino
1.61
Max drawdown
-19.72%
Best month
11.88%
Worst month
-10.38%
Beta vs VTSAX
0.91
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.