Average annual returns
Through 20251 year
-3.28%
3 year
6.98%
5 year
-0.22%
10 year
7.88%
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.)
18.50%
Sharpe
0.28
Sortino
0.45
Max drawdown
-33.51%
Best month
13.89%
Worst month
-18.06%
Beta vs VTSAX
1.23
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.