Average annual returns
Through 20251 year
14.77%
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
27 months through March 31, 2026Volatility (ann.)
16.27%
Sharpe
0.78
Sortino
1.33
Max drawdown
-14.63%
Best month
10.45%
Worst month
-9.48%
Beta vs VTSAX
0.42
Correlation
0.30
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.