Average annual returns
Through 20251 year
-4.46%
3 year
11.62%
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
46 months through March 31, 2026Volatility (ann.)
17.23%
Sharpe
0.25
Sortino
0.41
Max drawdown
-19.71%
Best month
12.61%
Worst month
-9.23%
Beta vs VTSAX
1.24
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.