Average annual returns
Through 20251 year
4.84%
3 year
15.83%
5 year
-0.59%
10 year
13.09%
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.)
21.85%
Sharpe
0.49
Sortino
0.80
Max drawdown
-46.33%
Best month
21.47%
Worst month
-20.97%
Beta vs VTSAX
1.50
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.