Average annual returns
Through 20251 year
-2.67%
3 year
—
5 year
—
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
27 months through March 31, 2026Volatility (ann.)
21.97%
Sharpe
0.52
Sortino
1.04
Max drawdown
-16.00%
Best month
17.06%
Worst month
-9.06%
Beta vs VTSAX
1.30
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.