Average annual returns
Through 20251 year
5.98%
3 year
17.05%
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
30 months through March 31, 2026Volatility (ann.)
14.93%
Sharpe
1.15
Sortino
2.29
Max drawdown
-11.66%
Best month
9.88%
Worst month
-5.76%
Beta vs VTSAX
0.87
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.