Average annual returns
Through 20251 year
3.12%
3 year
4.12%
5 year
7.23%
10 year
3.57%
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.)
12.81%
Sharpe
0.88
Sortino
1.59
Max drawdown
-43.32%
Best month
18.15%
Worst month
-36.31%
Beta vs VTSAX
0.32
Correlation
0.32
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.