Average annual returns
Through 20251 year
11.64%
3 year
14.36%
5 year
11.03%
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
74 months through March 31, 2026Volatility (ann.)
17.12%
Sharpe
0.91
Sortino
1.67
Max drawdown
-31.15%
Best month
15.72%
Worst month
-21.02%
Beta vs VTSAX
1.09
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.