Average annual returns
Through 20251 year
-0.08%
3 year
5.40%
5 year
5.03%
10 year
3.41%
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.)
16.33%
Sharpe
0.32
Sortino
0.51
Max drawdown
-30.49%
Best month
13.28%
Worst month
-21.35%
Beta vs VTSAX
0.90
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.