Average annual returns
Through 20251 year
32.95%
3 year
59.05%
5 year
15.08%
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
74 months through March 31, 2026Volatility (ann.)
41.02%
Sharpe
0.99
Sortino
1.89
Max drawdown
-68.67%
Best month
32.83%
Worst month
-21.45%
Beta vs VTSAX
2.67
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.