Average annual returns
Through 20251 year
1.73%
3 year
-2.76%
5 year
-5.27%
10 year
-2.04%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
12.98%
Sharpe
-0.30
Sortino
-0.43
Max drawdown
-33.35%
Best month
13.34%
Worst month
-8.35%
Beta vs VTSAX
0.59
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.