Average annual returns
Through 20251 year
9.09%
3 year
8.18%
5 year
8.26%
10 year
10.25%
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.)
16.86%
Sharpe
0.71
Sortino
1.15
Max drawdown
-26.46%
Best month
12.77%
Worst month
-17.25%
Beta vs VTSAX
1.09
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.