Average annual returns
Through 20251 year
-8.80%
3 year
8.49%
5 year
-3.74%
10 year
8.98%
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.)
20.17%
Sharpe
0.16
Sortino
0.25
Max drawdown
-45.92%
Best month
17.47%
Worst month
-20.40%
Beta vs VTSAX
1.44
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.