Average annual returns
Through 20251 year
10.74%
3 year
14.16%
5 year
1.71%
10 year
14.33%
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.)
22.94%
Sharpe
0.78
Sortino
1.30
Max drawdown
-47.82%
Best month
19.92%
Worst month
-22.23%
Beta vs VTSAX
1.45
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.