Average annual returns
Through 20251 year
8.04%
3 year
11.04%
5 year
8.92%
10 year
7.43%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
69 months through April 30, 2026Volatility (ann.)
11.06%
Sharpe
-0.01
Sortino
-0.02
Max drawdown
-23.25%
Best month
7.26%
Worst month
-8.25%
Beta vs VTSAX
0.69
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.