Average annual returns
Through 20251 year
25.35%
3 year
11.05%
5 year
6.94%
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
66 months through March 31, 2026Volatility (ann.)
8.72%
Sharpe
1.70
Sortino
3.80
Max drawdown
-9.85%
Best month
8.47%
Worst month
-5.27%
Beta vs VTSAX
0.32
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.