Average annual returns
Through 20251 year
13.92%
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.)
13.63%
Sharpe
0.68
Sortino
1.06
Max drawdown
-12.80%
Best month
7.34%
Worst month
-8.04%
Beta vs VTSAX
0.76
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.