Average annual returns
Through 20251 year
4.78%
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
28 months through March 31, 2026Volatility (ann.)
15.66%
Sharpe
0.41
Sortino
0.65
Max drawdown
-17.93%
Best month
8.44%
Worst month
-7.61%
Beta vs VTSAX
0.86
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.