Average annual returns
Through 20251 year
16.39%
3 year
8.56%
5 year
-0.88%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
54 months through March 31, 2026Volatility (ann.)
22.34%
Sharpe
0.22
Sortino
0.36
Max drawdown
-44.38%
Best month
15.56%
Worst month
-15.57%
Beta vs VTSAX
1.40
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.