Average annual returns
Through 20251 year
30.06%
3 year
21.71%
5 year
-1.92%
10 year
11.08%
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.)
22.09%
Sharpe
0.46
Sortino
0.75
Max drawdown
-63.90%
Best month
21.74%
Worst month
-14.18%
Beta vs VTSAX
0.65
Correlation
0.40
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.