Average annual returns
Through 20251 year
15.70%
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.)
11.94%
Sharpe
1.27
Sortino
2.25
Max drawdown
-8.39%
Best month
7.51%
Worst month
-6.81%
Beta vs VTSAX
0.76
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.