Average annual returns
Through 20251 year
15.54%
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
34 months through March 31, 2026Volatility (ann.)
11.46%
Sharpe
1.20
Sortino
2.27
Max drawdown
-7.91%
Best month
8.90%
Worst month
-5.65%
Beta vs VTSAX
0.84
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.