Average annual returns
Through 20251 year
16.02%
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.)
12.99%
Sharpe
1.33
Sortino
2.52
Max drawdown
-9.57%
Best month
10.09%
Worst month
-6.42%
Beta vs VTSAX
1.03
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.