Average annual returns
Through 20251 year
13.85%
3 year
16.86%
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
42 months through March 31, 2026Volatility (ann.)
20.51%
Sharpe
0.72
Sortino
1.22
Max drawdown
-18.04%
Best month
11.63%
Worst month
-9.60%
Beta vs VTSAX
1.45
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.