Average annual returns
Through 20251 year
11.56%
3 year
12.25%
5 year
-1.96%
10 year
11.35%
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.)
20.61%
Sharpe
0.41
Sortino
0.66
Max drawdown
-43.10%
Best month
18.57%
Worst month
-14.48%
Beta vs VTSAX
1.46
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.