Average annual returns
Through 20251 year
9.39%
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.)
15.80%
Sharpe
0.68
Sortino
1.17
Max drawdown
-14.32%
Best month
10.22%
Worst month
-6.86%
Beta vs VTSAX
1.14
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.