Average annual returns
Through 20251 year
0.58%
3 year
10.07%
5 year
5.79%
10 year
7.80%
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.)
16.01%
Sharpe
0.78
Sortino
1.38
Max drawdown
-27.84%
Best month
13.04%
Worst month
-17.17%
Beta vs VTSAX
1.04
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.