Average annual returns
Through 20251 year
4.31%
3 year
6.12%
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
54 months through March 31, 2026Volatility (ann.)
13.77%
Sharpe
0.54
Sortino
0.90
Max drawdown
-28.11%
Best month
9.83%
Worst month
-8.01%
Beta vs VTSAX
0.92
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.