Average annual returns
Through 20251 year
-0.90%
3 year
12.51%
5 year
2.51%
10 year
10.71%
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.)
19.22%
Sharpe
0.32
Sortino
0.54
Max drawdown
-35.48%
Best month
16.31%
Worst month
-20.30%
Beta vs VTSAX
1.39
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.