Average annual returns
Through 20251 year
29.78%
3 year
15.78%
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
52 months through March 31, 2026Volatility (ann.)
15.41%
Sharpe
1.30
Sortino
2.68
Max drawdown
-19.87%
Best month
11.55%
Worst month
-17.36%
Beta vs VTSAX
0.85
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.