Average annual returns
Through 20251 year
1.51%
3 year
10.15%
5 year
4.91%
10 year
10.70%
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.)
14.73%
Sharpe
0.61
Sortino
1.06
Max drawdown
-26.62%
Best month
12.54%
Worst month
-13.46%
Beta vs VTSAX
1.04
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.