Average annual returns
Through 20251 year
12.30%
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
28 months through March 31, 2026Volatility (ann.)
14.51%
Sharpe
0.79
Sortino
1.30
Max drawdown
-11.37%
Best month
7.53%
Worst month
-6.38%
Beta vs VTSAX
1.14
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.