Average annual returns
Through 20251 year
5.36%
3 year
22.96%
5 year
-6.51%
10 year
8.46%
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.)
25.54%
Sharpe
0.51
Sortino
0.85
Max drawdown
-63.94%
Best month
26.99%
Worst month
-19.68%
Beta vs VTSAX
1.58
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.