Average annual returns
Through 20251 year
12.89%
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
30 months through March 31, 2026Volatility (ann.)
13.73%
Sharpe
1.39
Sortino
2.57
Max drawdown
-11.71%
Best month
8.42%
Worst month
-7.22%
Beta vs VTSAX
0.92
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.