Average annual returns
Through 20251 year
9.43%
3 year
7.18%
5 year
1.87%
10 year
3.32%
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.)
6.56%
Sharpe
0.96
Sortino
1.63
Max drawdown
-17.43%
Best month
5.20%
Worst month
-7.93%
Beta vs VTSAX
0.40
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.