Average annual returns
Through 20251 year
9.52%
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
28 months through March 31, 2026Volatility (ann.)
18.65%
Sharpe
0.94
Sortino
1.75
Max drawdown
-20.03%
Best month
11.32%
Worst month
-8.45%
Beta vs VTSAX
1.11
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.