Average annual returns
Through 20251 year
8.21%
3 year
5.64%
5 year
3.10%
10 year
4.03%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through April 30, 2026Volatility (ann.)
5.01%
Sharpe
0.93
Sortino
1.67
Max drawdown
-18.56%
Best month
7.17%
Worst month
-14.27%
Beta vs VTSAX
0.26
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.