Average annual returns
Through 20251 year
-2.43%
3 year
10.01%
5 year
3.27%
10 year
9.34%
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.)
15.91%
Sharpe
0.38
Sortino
0.65
Max drawdown
-33.36%
Best month
13.95%
Worst month
-14.85%
Beta vs VTSAX
1.09
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.