Average annual returns
Through 20251 year
17.68%
3 year
12.73%
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
42 months through March 31, 2026Volatility (ann.)
12.04%
Sharpe
1.06
Sortino
1.80
Max drawdown
-10.44%
Best month
6.24%
Worst month
-5.16%
Beta vs VTSAX
0.50
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.