Average annual returns
Through 20251 year
19.63%
3 year
6.64%
5 year
8.13%
10 year
7.30%
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.)
12.73%
Sharpe
0.58
Sortino
0.95
Max drawdown
-11.41%
Best month
11.48%
Worst month
-6.91%
Beta vs VTSAX
0.55
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.