Average annual returns
Through 20251 year
11.18%
3 year
10.85%
5 year
8.47%
10 year
9.40%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
82 months through April 30, 2026Volatility (ann.)
17.56%
Sharpe
0.92
Sortino
1.62
Max drawdown
-29.55%
Best month
15.27%
Worst month
-21.02%
Beta vs VTSAX
1.15
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.