Average annual returns
Through 20251 year
4.15%
3 year
9.86%
5 year
8.55%
10 year
10.34%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
82 months through April 30, 2026Volatility (ann.)
19.06%
Sharpe
0.70
Sortino
1.17
Max drawdown
-29.66%
Best month
15.17%
Worst month
-19.21%
Beta vs VTSAX
1.26
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.