Average annual returns
Through 20251 year
-4.36%
3 year
8.85%
5 year
3.26%
10 year
—
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.)
16.36%
Sharpe
0.23
Sortino
0.37
Max drawdown
-31.08%
Best month
11.97%
Worst month
-15.05%
Beta vs VTSAX
1.14
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.