Average annual returns
Through 20251 year
3.82%
3 year
10.95%
5 year
2.09%
10 year
—
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.)
10.06%
Sharpe
0.92
Sortino
1.98
Max drawdown
-30.79%
Best month
16.71%
Worst month
-27.10%
Beta vs VTSAX
0.52
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.