Average annual returns
Through 20251 year
7.46%
3 year
6.40%
5 year
1.62%
10 year
3.38%
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.)
4.89%
Sharpe
1.13
Sortino
2.06
Max drawdown
-14.37%
Best month
4.03%
Worst month
-5.39%
Beta vs VTSAX
0.30
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.