Average annual returns
Through 20251 year
7.65%
3 year
10.52%
5 year
9.67%
10 year
6.98%
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.)
15.64%
Sharpe
0.94
Sortino
1.84
Max drawdown
-29.10%
Best month
18.57%
Worst month
-21.92%
Beta vs VTSAX
0.81
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.