Average annual returns
Through 20251 year
3.15%
3 year
7.94%
5 year
4.98%
10 year
7.80%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through April 30, 2026Volatility (ann.)
12.80%
Sharpe
0.94
Sortino
1.67
Max drawdown
-13.87%
Best month
15.25%
Worst month
-7.93%
Beta vs VTSAX
0.82
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.