Average annual returns
Through 20251 year
0.42%
3 year
17.52%
5 year
26.71%
10 year
4.09%
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 April 30, 2026Volatility (ann.)
20.06%
Sharpe
1.18
Sortino
2.33
Max drawdown
-76.61%
Best month
67.68%
Worst month
-64.34%
Beta vs VTSAX
0.65
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.