Average annual returns
Through 20251 year
-0.04%
3 year
7.75%
5 year
6.15%
10 year
8.41%
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.)
19.26%
Sharpe
0.60
Sortino
1.10
Max drawdown
-42.30%
Best month
22.42%
Worst month
-32.35%
Beta vs VTSAX
1.18
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.