Average annual returns
Through 20251 year
8.39%
3 year
6.53%
5 year
2.28%
10 year
3.32%
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.)
16.35%
Sharpe
0.53
Sortino
0.84
Max drawdown
-32.67%
Best month
10.99%
Worst month
-20.35%
Beta vs VTSAX
0.88
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.