Average annual returns
Through 20251 year
-2.53%
3 year
8.47%
5 year
5.42%
10 year
5.51%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through April 30, 2026Volatility (ann.)
18.34%
Sharpe
0.47
Sortino
0.79
Max drawdown
-28.63%
Best month
12.09%
Worst month
-10.36%
Beta vs VTSAX
1.13
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.