Average annual returns
Through 20251 year
16.48%
3 year
24.08%
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
58 months through March 31, 2026Volatility (ann.)
12.12%
Sharpe
1.58
Sortino
3.11
Max drawdown
-23.96%
Best month
9.55%
Worst month
-9.21%
Beta vs VTSAX
0.95
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.