Average annual returns
Through 20251 year
4.92%
3 year
13.97%
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
63 months through March 31, 2026Volatility (ann.)
17.72%
Sharpe
0.43
Sortino
0.75
Max drawdown
-33.34%
Best month
11.39%
Worst month
-10.63%
Beta vs VTSAX
1.15
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.