Average annual returns
Through 20251 year
-22.74%
3 year
0.67%
5 year
-5.77%
10 year
10.73%
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.)
19.19%
Sharpe
-0.36
Sortino
-0.51
Max drawdown
-37.84%
Best month
15.41%
Worst month
-14.42%
Beta vs VTSAX
1.15
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.