Average annual returns
Through 20251 year
15.63%
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.)
10.78%
Sharpe
1.52
Sortino
2.80
Max drawdown
-7.08%
Best month
6.61%
Worst month
-5.29%
Beta vs VTSAX
0.63
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.