Average annual returns
Through 20251 year
5.27%
3 year
9.22%
5 year
3.92%
10 year
7.39%
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.)
18.61%
Sharpe
0.67
Sortino
1.17
Max drawdown
-38.84%
Best month
17.91%
Worst month
-27.14%
Beta vs VTSAX
1.10
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.