Average annual returns
Through 20251 year
18.04%
3 year
24.12%
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
24 months through March 31, 2026Volatility (ann.)
12.24%
Sharpe
1.00
Sortino
1.73
Max drawdown
-9.07%
Best month
7.00%
Worst month
-6.65%
Beta vs VTSAX
1.02
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.