Average annual returns
Through 20251 year
10.69%
3 year
16.21%
5 year
1.22%
10 year
13.91%
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.)
21.19%
Sharpe
0.38
Sortino
0.62
Max drawdown
-41.69%
Best month
15.63%
Worst month
-18.60%
Beta vs VTSAX
1.50
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.