Average annual returns
Through 20251 year
11.76%
3 year
6.03%
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
49 months through March 31, 2026Volatility (ann.)
24.52%
Sharpe
-0.08
Sortino
-0.11
Max drawdown
-41.13%
Best month
14.40%
Worst month
-19.02%
Beta vs VTSAX
1.64
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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