Average annual returns
Through 20251 year
-10.44%
3 year
10.59%
5 year
2.51%
10 year
10.56%
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.)
20.02%
Sharpe
0.27
Sortino
0.45
Max drawdown
-35.39%
Best month
15.52%
Worst month
-18.93%
Beta vs VTSAX
1.41
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.