Average annual returns
Through 20251 year
-4.48%
3 year
7.72%
5 year
2.47%
10 year
8.45%
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.)
18.50%
Sharpe
0.37
Sortino
0.64
Max drawdown
-29.11%
Best month
15.13%
Worst month
-16.15%
Beta vs VTSAX
1.16
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.