Average annual returns
Through 20251 year
13.23%
3 year
14.36%
5 year
9.01%
10 year
8.08%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through April 30, 2026Volatility (ann.)
19.26%
Sharpe
0.97
Sortino
1.71
Max drawdown
-26.83%
Best month
13.95%
Worst month
-10.40%
Beta vs VTSAX
1.27
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.