Average annual returns
Through 20251 year
1.50%
3 year
3.20%
5 year
6.28%
10 year
7.80%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through Dec. 31, 2025Volatility (ann.)
24.16%
Sharpe
0.13
Sortino
0.22
Max drawdown
-49.19%
Best month
23.82%
Worst month
-37.84%
Beta vs VTSAX
1.51
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.