Average annual returns
Through 20251 year
8.17%
3 year
5.79%
5 year
6.57%
10 year
9.41%
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.)
12.90%
Sharpe
0.73
Sortino
1.17
Max drawdown
-20.41%
Best month
10.44%
Worst month
-10.80%
Beta vs VTSAX
0.73
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.