Average annual returns
Through 20251 year
-1.12%
3 year
1.61%
5 year
0.99%
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
81 months through March 31, 2026Volatility (ann.)
5.22%
Sharpe
0.23
Sortino
0.36
Max drawdown
-9.74%
Best month
4.30%
Worst month
-8.66%
Beta vs VTSAX
0.28
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.