Average annual returns
Through 20251 year
14.27%
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
26 months through March 31, 2026Volatility (ann.)
13.25%
Sharpe
1.10
Sortino
1.87
Max drawdown
-10.58%
Best month
7.26%
Worst month
-6.66%
Beta vs VTSAX
0.95
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.