Average annual returns
Through 20251 year
8.57%
3 year
21.93%
5 year
-3.12%
10 year
6.41%
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.)
13.22%
Sharpe
0.94
Sortino
1.82
Max drawdown
-61.64%
Best month
12.87%
Worst month
-23.89%
Beta vs VTSAX
0.18
Correlation
0.17
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.