Average annual returns
Through 20251 year
2.74%
3 year
16.11%
5 year
4.95%
10 year
10.95%
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.)
18.59%
Sharpe
0.78
Sortino
1.41
Max drawdown
-38.02%
Best month
14.85%
Worst month
-14.14%
Beta vs VTSAX
1.31
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.