Average annual returns
Through 20251 year
2.46%
3 year
3.07%
5 year
4.64%
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
81 months through March 31, 2026Volatility (ann.)
11.86%
Sharpe
0.30
Sortino
0.45
Max drawdown
-19.26%
Best month
14.29%
Worst month
-13.20%
Beta vs VTSAX
0.85
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.