Average annual returns
Through 20251 year
11.73%
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.)
16.41%
Sharpe
0.91
Sortino
1.58
Max drawdown
-14.68%
Best month
9.54%
Worst month
-7.38%
Beta vs VTSAX
1.11
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.