Average annual returns
Through 20251 year
12.74%
3 year
10.08%
5 year
10.13%
10 year
5.33%
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.)
5.04%
Sharpe
2.31
Sortino
6.33
Max drawdown
-16.64%
Best month
5.48%
Worst month
-9.20%
Beta vs VTSAX
0.19
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.