Average annual returns
Through 20251 year
16.78%
3 year
16.55%
5 year
6.84%
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
72 months through March 31, 2026Volatility (ann.)
13.38%
Sharpe
0.87
Sortino
1.54
Max drawdown
-38.40%
Best month
12.68%
Worst month
-9.96%
Beta vs VTSAX
0.60
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.