Average annual returns
Through 20251 year
2.18%
3 year
7.41%
5 year
4.20%
10 year
5.93%
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.)
10.59%
Sharpe
0.89
Sortino
1.41
Max drawdown
-15.77%
Best month
7.43%
Worst month
-7.53%
Beta vs VTSAX
0.62
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.