Average annual returns
Through 20251 year
16.38%
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
39 months through March 31, 2026Volatility (ann.)
11.89%
Sharpe
1.31
Sortino
2.43
Max drawdown
-8.01%
Best month
9.69%
Worst month
-6.25%
Beta vs VTSAX
0.91
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.