Average annual returns
Through 20251 year
7.86%
3 year
3.45%
5 year
0.77%
10 year
2.35%
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.)
16.45%
Sharpe
0.12
Sortino
0.18
Max drawdown
-29.87%
Best month
12.93%
Worst month
-22.80%
Beta vs VTSAX
0.86
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.