Average annual returns
Through 20251 year
12.90%
3 year
19.15%
5 year
11.46%
10 year
11.53%
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.)
17.48%
Sharpe
-1.42
Sortino
-1.50
Max drawdown
-66.34%
Best month
15.44%
Worst month
-19.02%
Beta vs VTSAX
1.09
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.