Average annual returns
Through 20251 year
11.43%
3 year
8.31%
5 year
8.99%
10 year
9.63%
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.)
12.81%
Sharpe
0.99
Sortino
1.66
Max drawdown
-24.61%
Best month
12.30%
Worst month
-14.49%
Beta vs VTSAX
0.79
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.