Average annual returns
Through 20251 year
9.31%
3 year
16.95%
5 year
7.41%
10 year
8.79%
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.)
7.97%
Sharpe
1.81
Sortino
3.08
Max drawdown
-19.47%
Best month
9.96%
Worst month
-9.64%
Beta vs VTSAX
0.29
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.