Average annual returns
Through 20251 year
-1.23%
3 year
8.14%
5 year
4.74%
10 year
9.46%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
82 months through April 30, 2026Volatility (ann.)
14.97%
Sharpe
0.35
Sortino
0.56
Max drawdown
-23.56%
Best month
13.13%
Worst month
-16.86%
Beta vs VTSAX
1.07
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.