Average annual returns
Through 20251 year
1.29%
3 year
5.96%
5 year
7.98%
10 year
10.62%
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.)
17.00%
Sharpe
-1.77
Sortino
-1.71
Max drawdown
-71.58%
Best month
13.65%
Worst month
-15.13%
Beta vs VTSAX
0.89
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.