Average annual returns
Through 20251 year
2.62%
3 year
10.06%
5 year
7.94%
10 year
8.07%
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.)
18.03%
Sharpe
0.76
Sortino
1.45
Max drawdown
-38.56%
Best month
18.54%
Worst month
-27.28%
Beta vs VTSAX
1.07
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.