Average annual returns
Through 20251 year
1.47%
3 year
6.84%
5 year
4.56%
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
74 months through March 31, 2026Volatility (ann.)
15.73%
Sharpe
0.42
Sortino
0.68
Max drawdown
-30.66%
Best month
10.72%
Worst month
-15.62%
Beta vs VTSAX
0.86
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.