Average annual returns
Through 20251 year
12.09%
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
30 months through March 31, 2026Volatility (ann.)
7.02%
Sharpe
1.77
Sortino
3.68
Max drawdown
-4.82%
Best month
6.32%
Worst month
-4.32%
Beta vs VTSAX
0.52
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.