Average annual returns
Through 20251 year
10.60%
3 year
9.66%
5 year
5.22%
10 year
4.42%
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.)
5.41%
Sharpe
1.20
Sortino
1.73
Max drawdown
-9.76%
Best month
3.89%
Worst month
-5.91%
Beta vs VTSAX
0.24
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.