Average annual returns
Through 20251 year
12.82%
3 year
11.14%
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
47 months through March 31, 2026Volatility (ann.)
13.99%
Sharpe
0.75
Sortino
1.21
Max drawdown
-12.95%
Best month
8.07%
Worst month
-8.14%
Beta vs VTSAX
0.95
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.