Average annual returns
Through 20251 year
17.62%
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
30 months through March 31, 2026Volatility (ann.)
15.95%
Sharpe
1.45
Sortino
2.95
Max drawdown
-11.03%
Best month
9.67%
Worst month
-6.61%
Beta vs VTSAX
0.91
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.