Average annual returns
Through 20251 year
4.20%
3 year
14.15%
5 year
10.89%
10 year
9.43%
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.)
10.98%
Sharpe
1.33
Sortino
2.54
Max drawdown
-30.19%
Best month
15.30%
Worst month
-22.60%
Beta vs VTSAX
0.77
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.