Average annual returns
Through 20251 year
-3.68%
3 year
12.34%
5 year
6.87%
10 year
9.67%
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.)
20.93%
Sharpe
0.50
Sortino
0.90
Max drawdown
-36.92%
Best month
17.57%
Worst month
-26.76%
Beta vs VTSAX
1.41
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.