Average annual returns
Through 20251 year
17.08%
3 year
18.56%
5 year
4.70%
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
75 months through March 31, 2026Volatility (ann.)
19.79%
Sharpe
0.96
Sortino
1.69
Max drawdown
-40.09%
Best month
18.69%
Worst month
-16.34%
Beta vs VTSAX
0.16
Correlation
0.10
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.