Average annual returns
Through 20251 year
1.68%
3 year
6.35%
5 year
8.37%
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.)
12.75%
Sharpe
0.49
Sortino
0.78
Max drawdown
-25.21%
Best month
13.66%
Worst month
-15.04%
Beta vs VTSAX
0.79
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.