Average annual returns
Through 20251 year
11.26%
3 year
14.80%
5 year
16.49%
10 year
9.26%
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.)
12.83%
Sharpe
1.66
Sortino
3.56
Max drawdown
-30.00%
Best month
16.54%
Worst month
-23.86%
Beta vs VTSAX
0.47
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.