Average annual returns
Through 20251 year
-11.05%
3 year
5.71%
5 year
-0.32%
10 year
9.00%
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.)
17.68%
Sharpe
-0.02
Sortino
-0.03
Max drawdown
-32.39%
Best month
12.95%
Worst month
-13.87%
Beta vs VTSAX
1.17
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.