Average annual returns
Through 20251 year
8.29%
3 year
10.72%
5 year
-2.69%
10 year
10.42%
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.)
19.72%
Sharpe
0.36
Sortino
0.53
Max drawdown
-43.59%
Best month
16.00%
Worst month
-16.42%
Beta vs VTSAX
1.37
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.