Average annual returns
Through 20251 year
12.98%
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
28 months through March 31, 2026Volatility (ann.)
9.70%
Sharpe
1.01
Sortino
1.56
Max drawdown
-5.59%
Best month
4.68%
Worst month
-5.46%
Beta vs VTSAX
0.72
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.