Average annual returns
Through 20251 year
13.14%
3 year
12.85%
5 year
11.45%
10 year
10.02%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through April 30, 2026Volatility (ann.)
11.22%
Sharpe
1.29
Sortino
2.52
Max drawdown
-21.46%
Best month
12.96%
Worst month
-13.31%
Beta vs VTSAX
0.73
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.