Average annual returns
Through 20251 year
-1.63%
3 year
6.77%
5 year
8.52%
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.)
16.49%
Sharpe
0.47
Sortino
0.81
Max drawdown
-15.15%
Best month
16.40%
Worst month
-10.11%
Beta vs VTSAX
1.00
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.