Average annual returns
Through 20251 year
1.72%
3 year
9.04%
5 year
8.42%
10 year
9.32%
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.)
18.91%
Sharpe
0.49
Sortino
0.85
Max drawdown
-35.22%
Best month
16.86%
Worst month
-26.39%
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.