Average annual returns
Through 20251 year
7.13%
3 year
12.66%
5 year
6.43%
10 year
11.30%
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.)
12.63%
Sharpe
0.64
Sortino
1.07
Max drawdown
-26.94%
Best month
10.98%
Worst month
-11.50%
Beta vs VTSAX
0.92
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.