Average annual returns
Through 20251 year
-2.85%
3 year
7.82%
5 year
-4.42%
10 year
11.49%
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.)
23.67%
Sharpe
0.10
Sortino
0.16
Max drawdown
-49.73%
Best month
22.65%
Worst month
-15.81%
Beta vs VTSAX
1.65
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.