Average annual returns
Through 20251 year
7.59%
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
33 months through March 31, 2026Volatility (ann.)
22.06%
Sharpe
0.27
Sortino
0.41
Max drawdown
-16.71%
Best month
16.11%
Worst month
-11.38%
Beta vs VTSAX
0.25
Correlation
0.14
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.