Average annual returns
Through 20251 year
30.59%
3 year
39.22%
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
61 months through March 31, 2026Volatility (ann.)
27.23%
Sharpe
0.91
Sortino
1.75
Max drawdown
-54.35%
Best month
18.59%
Worst month
-20.92%
Beta vs VTSAX
1.80
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.