Average annual returns
Through 20251 year
3.06%
3 year
5.12%
5 year
2.75%
10 year
8.29%
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.)
17.90%
Sharpe
0.20
Sortino
0.31
Max drawdown
-30.25%
Best month
18.58%
Worst month
-21.68%
Beta vs VTSAX
1.14
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.