Average annual returns
Through 20251 year
5.24%
3 year
9.59%
5 year
5.00%
10 year
8.17%
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.)
18.48%
Sharpe
0.70
Sortino
1.25
Max drawdown
-29.48%
Best month
15.23%
Worst month
-21.24%
Beta vs VTSAX
1.22
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.