Average annual returns
Through 20251 year
9.70%
3 year
16.40%
5 year
16.47%
10 year
10.62%
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.)
12.57%
Sharpe
1.77
Sortino
4.15
Max drawdown
-29.62%
Best month
14.14%
Worst month
-23.23%
Beta vs VTSAX
0.50
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.