Average annual returns
Through 20251 year
-3.61%
3 year
7.52%
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
56 months through March 31, 2026Volatility (ann.)
16.16%
Sharpe
0.31
Sortino
0.51
Max drawdown
-24.95%
Best month
10.13%
Worst month
-9.13%
Beta vs VTSAX
1.10
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.