Average annual returns
Through 20251 year
8.81%
3 year
11.94%
5 year
4.30%
10 year
8.76%
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.)
17.09%
Sharpe
0.86
Sortino
1.54
Max drawdown
-30.19%
Best month
15.85%
Worst month
-21.34%
Beta vs VTSAX
1.13
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.