Average annual returns
Through 20251 year
5.60%
3 year
—
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
28 months through March 31, 2026Volatility (ann.)
27.51%
Sharpe
0.48
Sortino
0.85
Max drawdown
-28.00%
Best month
18.47%
Worst month
-11.27%
Beta vs VTSAX
1.62
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.