Average annual returns
Through 20251 year
15.16%
3 year
13.38%
5 year
0.95%
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.)
20.17%
Sharpe
0.15
Sortino
0.23
Max drawdown
-39.66%
Best month
20.01%
Worst month
-15.37%
Beta vs VTSAX
1.36
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.