Average annual returns
Through 20251 year
13.31%
3 year
11.96%
5 year
11.38%
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
68 months through March 31, 2026Volatility (ann.)
12.60%
Sharpe
0.99
Sortino
1.70
Max drawdown
-16.32%
Best month
16.45%
Worst month
-9.45%
Beta vs VTSAX
0.79
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.