Average annual returns
Through 20251 year
8.64%
3 year
13.57%
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
60 months through March 31, 2026Volatility (ann.)
12.94%
Sharpe
1.22
Sortino
2.39
Max drawdown
-14.87%
Best month
11.39%
Worst month
-7.48%
Beta vs VTSAX
0.82
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.