Average annual returns
Through 20251 year
10.50%
3 year
9.61%
5 year
0.36%
10 year
14.14%
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.)
30.35%
Sharpe
0.42
Sortino
0.70
Max drawdown
-48.97%
Best month
22.05%
Worst month
-16.24%
Beta vs VTSAX
1.70
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.