Average annual returns
Through 20251 year
-3.23%
3 year
8.41%
5 year
-2.92%
10 year
11.61%
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.)
18.53%
Sharpe
0.07
Sortino
0.11
Max drawdown
-41.90%
Best month
14.36%
Worst month
-14.52%
Beta vs VTSAX
1.32
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.