Average annual returns
Through 20251 year
-5.93%
3 year
9.32%
5 year
1.21%
10 year
10.41%
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.)
16.94%
Sharpe
0.13
Sortino
0.22
Max drawdown
-35.17%
Best month
12.18%
Worst month
-13.59%
Beta vs VTSAX
1.16
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.