Average annual returns
Through 20251 year
-2.88%
3 year
11.78%
5 year
0.14%
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.)
23.57%
Sharpe
0.33
Sortino
0.60
Max drawdown
-42.22%
Best month
18.39%
Worst month
-12.02%
Beta vs VTSAX
1.42
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.