Average annual returns
Through 20251 year
-8.38%
3 year
0.62%
5 year
1.89%
10 year
6.82%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
13.60%
Sharpe
-0.02
Sortino
-0.03
Max drawdown
-21.75%
Best month
16.68%
Worst month
-15.45%
Beta vs VTSAX
0.83
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.