Average annual returns
Through 20251 year
8.62%
3 year
12.33%
5 year
12.47%
10 year
9.98%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
60 months through April 30, 2026Volatility (ann.)
19.41%
Sharpe
0.89
Sortino
1.76
Max drawdown
-18.40%
Best month
13.74%
Worst month
-10.80%
Beta vs VTSAX
1.18
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.