Average annual returns
Through 20251 year
14.05%
3 year
33.54%
5 year
-5.14%
10 year
13.42%
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.)
29.16%
Sharpe
0.75
Sortino
1.41
Max drawdown
-71.01%
Best month
23.83%
Worst month
-22.89%
Beta vs VTSAX
1.80
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.