Average annual returns
Through 20251 year
11.22%
3 year
13.94%
5 year
10.63%
10 year
9.82%
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.)
19.58%
Sharpe
-1.22
Sortino
-1.36
Max drawdown
-64.28%
Best month
15.68%
Worst month
-21.05%
Beta vs VTSAX
1.17
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.