Average annual returns
Through 20251 year
-7.12%
3 year
9.54%
5 year
3.68%
10 year
7.59%
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.)
16.57%
Sharpe
0.65
Sortino
1.14
Max drawdown
-28.97%
Best month
15.39%
Worst month
-21.53%
Beta vs VTSAX
1.11
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.