Average annual returns
Through 20251 year
4.17%
3 year
9.09%
5 year
4.53%
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
81 months through April 30, 2026Volatility (ann.)
16.84%
Sharpe
0.62
Sortino
1.06
Max drawdown
-30.37%
Best month
12.65%
Worst month
-19.76%
Beta vs VTSAX
1.17
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.