Average annual returns
Through 20251 year
11.80%
3 year
16.13%
5 year
3.87%
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
81 months through March 31, 2026Volatility (ann.)
15.65%
Sharpe
0.63
Sortino
1.03
Max drawdown
-37.06%
Best month
12.67%
Worst month
-11.61%
Beta vs VTSAX
1.11
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.