Average annual returns
Through 20251 year
-8.58%
3 year
7.26%
5 year
0.79%
10 year
8.89%
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.)
17.57%
Sharpe
0.27
Sortino
0.43
Max drawdown
-28.73%
Best month
13.18%
Worst month
-16.15%
Beta vs VTSAX
1.15
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.