Average annual returns
Through 20251 year
-10.66%
3 year
5.21%
5 year
1.03%
10 year
8.03%
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.)
16.58%
Sharpe
0.04
Sortino
0.06
Max drawdown
-27.13%
Best month
13.46%
Worst month
-17.07%
Beta vs VTSAX
1.08
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.