Average annual returns
Through 20251 year
8.79%
3 year
16.22%
5 year
9.65%
10 year
13.35%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through April 30, 2026Volatility (ann.)
14.26%
Sharpe
0.84
Sortino
1.49
Max drawdown
-24.16%
Best month
14.57%
Worst month
-11.96%
Beta vs VTSAX
0.98
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.