Average annual returns
Through 20251 year
10.98%
3 year
13.33%
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
48 months through March 31, 2026Volatility (ann.)
15.13%
Sharpe
0.97
Sortino
1.89
Max drawdown
-16.58%
Best month
12.24%
Worst month
-12.08%
Beta vs VTSAX
0.74
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.