Average annual returns
Through 20251 year
10.19%
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
29 months through March 31, 2026Volatility (ann.)
20.12%
Sharpe
1.15
Sortino
2.00
Max drawdown
-19.96%
Best month
10.03%
Worst month
-10.89%
Beta vs VTSAX
0.74
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.