Average annual returns
Through 20251 year
8.18%
3 year
12.25%
5 year
12.41%
10 year
8.57%
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.)
20.39%
Sharpe
-1.19
Sortino
-1.37
Max drawdown
-66.24%
Best month
14.50%
Worst month
-28.20%
Beta vs VTSAX
1.17
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.