Average annual returns
Through 20251 year
22.51%
3 year
10.95%
5 year
0.27%
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.)
17.31%
Sharpe
0.60
Sortino
0.99
Max drawdown
-39.23%
Best month
18.39%
Worst month
-24.86%
Beta vs VTSAX
0.91
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.