Average annual returns
Through 20251 year
6.48%
3 year
11.43%
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
42 months through March 31, 2026Volatility (ann.)
16.90%
Sharpe
0.50
Sortino
0.84
Max drawdown
-15.83%
Best month
11.94%
Worst month
-7.56%
Beta vs VTSAX
1.20
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.