Average annual returns
Through 20251 year
2.63%
3 year
11.00%
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
42 months through March 31, 2026Volatility (ann.)
18.32%
Sharpe
0.59
Sortino
1.08
Max drawdown
-20.58%
Best month
12.75%
Worst month
-7.89%
Beta vs VTSAX
1.06
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.