Average annual returns
Through 20251 year
15.26%
3 year
13.19%
5 year
6.76%
10 year
6.46%
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.)
9.32%
Sharpe
1.35
Sortino
2.45
Max drawdown
-21.70%
Best month
10.11%
Worst month
-13.18%
Beta vs VTSAX
0.65
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.