Average annual returns
Through 20251 year
20.12%
3 year
21.09%
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
51 months through March 31, 2026Volatility (ann.)
10.91%
Sharpe
1.65
Sortino
3.48
Max drawdown
-29.11%
Best month
8.24%
Worst month
-8.40%
Beta vs VTSAX
0.12
Correlation
0.14
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.