Average annual returns
Through 20251 year
3.28%
3 year
10.28%
5 year
10.55%
10 year
8.11%
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.)
17.78%
Sharpe
0.77
Sortino
1.50
Max drawdown
-30.89%
Best month
21.07%
Worst month
-24.86%
Beta vs VTSAX
0.89
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.