Average annual returns
Through 20251 year
16.83%
3 year
16.57%
5 year
6.88%
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.)
13.35%
Sharpe
0.87
Sortino
1.55
Max drawdown
-38.39%
Best month
12.77%
Worst month
-9.97%
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.