Average annual returns
Through 20251 year
12.26%
3 year
40.86%
5 year
26.62%
10 year
19.03%
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.)
34.87%
Sharpe
0.98
Sortino
2.36
Max drawdown
-43.63%
Best month
34.43%
Worst month
-30.39%
Beta vs VTSAX
0.51
Correlation
0.19
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.