Average annual returns
Through 20251 year
15.13%
3 year
24.02%
5 year
-8.20%
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
74 months through March 31, 2026Volatility (ann.)
25.79%
Sharpe
0.48
Sortino
0.87
Max drawdown
-70.05%
Best month
29.03%
Worst month
-17.16%
Beta vs VTSAX
1.76
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.