Average annual returns
Through 20251 year
7.17%
3 year
6.60%
5 year
1.70%
10 year
3.08%
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.)
10.49%
Sharpe
0.71
Sortino
1.26
Max drawdown
-21.91%
Best month
10.86%
Worst month
-14.14%
Beta vs VTSAX
0.30
Correlation
0.37
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.