Average annual returns
Through 20251 year
0.30%
3 year
5.62%
5 year
2.18%
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
75 months through March 31, 2026Volatility (ann.)
25.88%
Sharpe
0.19
Sortino
0.32
Max drawdown
-41.09%
Best month
25.88%
Worst month
-15.45%
Beta vs VTSAX
1.62
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.