Average annual returns
Through 20251 year
-14.41%
3 year
0.93%
5 year
-0.94%
10 year
8.78%
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.)
14.95%
Sharpe
-0.38
Sortino
-0.51
Max drawdown
-31.30%
Best month
15.44%
Worst month
-19.76%
Beta vs VTSAX
0.95
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.