Average annual returns
Through 20251 year
3.62%
3 year
14.41%
5 year
14.88%
10 year
8.34%
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.)
14.88%
Sharpe
1.56
Sortino
3.32
Max drawdown
-39.59%
Best month
20.91%
Worst month
-32.50%
Beta vs VTSAX
0.55
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.