Average annual returns
Through 20251 year
-12.79%
3 year
6.11%
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
54 months through March 31, 2026Volatility (ann.)
15.82%
Sharpe
0.38
Sortino
0.67
Max drawdown
-20.15%
Best month
10.44%
Worst month
-8.29%
Beta vs VTSAX
0.79
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.