Average annual returns
Through 20251 year
-1.55%
3 year
7.80%
5 year
4.42%
10 year
9.12%
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
0.33
Sortino
0.53
Max drawdown
-23.74%
Best month
13.08%
Worst month
-16.88%
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.