Average annual returns
Through 20251 year
25.09%
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
26 months through March 31, 2026Volatility (ann.)
19.82%
Sharpe
0.96
Sortino
1.67
Max drawdown
-15.08%
Best month
10.01%
Worst month
-10.25%
Beta vs VTSAX
1.60
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.