Average annual returns
Through 20251 year
20.54%
3 year
36.72%
5 year
0.06%
10 year
14.40%
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.)
30.20%
Sharpe
0.97
Sortino
1.84
Max drawdown
-65.86%
Best month
22.87%
Worst month
-22.64%
Beta vs VTSAX
1.86
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.