Average annual returns
Through 20251 year
7.10%
3 year
17.80%
5 year
3.41%
10 year
—
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.)
19.28%
Sharpe
0.79
Sortino
1.47
Max drawdown
-39.57%
Best month
15.27%
Worst month
-14.99%
Beta vs VTSAX
1.31
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.