Average annual returns
Through 20251 year
23.23%
3 year
18.60%
5 year
15.52%
10 year
10.98%
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.)
16.41%
Sharpe
-1.25
Sortino
-1.40
Max drawdown
-60.77%
Best month
12.68%
Worst month
-16.89%
Beta vs VTSAX
0.97
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.