Average annual returns
Through 20251 year
-1.93%
3 year
7.59%
5 year
7.47%
10 year
8.73%
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.)
18.90%
Sharpe
0.48
Sortino
0.83
Max drawdown
-35.25%
Best month
16.87%
Worst month
-26.38%
Beta vs VTSAX
1.21
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.