Average annual returns
Through 20251 year
17.77%
3 year
8.29%
5 year
3.54%
10 year
2.48%
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.)
15.91%
Sharpe
0.64
Sortino
1.08
Max drawdown
-56.61%
Best month
14.86%
Worst month
-51.98%
Beta vs VTSAX
0.34
Correlation
0.27
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.