Average annual returns
Through 20251 year
17.01%
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.)
14.97%
Sharpe
1.16
Sortino
2.15
Max drawdown
-13.30%
Best month
10.66%
Worst month
-8.50%
Beta vs VTSAX
1.02
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.