Average annual returns
Through 20251 year
3.15%
3 year
9.14%
5 year
-2.12%
10 year
11.15%
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.)
17.78%
Sharpe
0.34
Sortino
0.50
Max drawdown
-43.13%
Best month
16.37%
Worst month
-15.66%
Beta vs VTSAX
1.23
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.