Average annual returns
Through 20251 year
-6.03%
3 year
6.67%
5 year
4.15%
10 year
7.32%
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.)
18.93%
Sharpe
0.24
Sortino
0.39
Max drawdown
-34.38%
Best month
14.58%
Worst month
-26.08%
Beta vs VTSAX
1.14
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.