Average annual returns
Through 20251 year
-6.41%
3 year
5.29%
5 year
3.22%
10 year
7.92%
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.)
16.99%
Sharpe
0.13
Sortino
0.20
Max drawdown
-23.89%
Best month
11.57%
Worst month
-16.49%
Beta vs VTSAX
1.13
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.