Average annual returns
Through 20251 year
7.31%
3 year
11.10%
5 year
11.58%
10 year
8.37%
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.)
17.88%
Sharpe
0.90
Sortino
1.88
Max drawdown
-39.70%
Best month
19.27%
Worst month
-31.94%
Beta vs VTSAX
0.57
Correlation
0.40
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.