Average annual returns
Through 20251 year
12.08%
3 year
14.29%
5 year
7.07%
10 year
10.30%
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.)
11.75%
Sharpe
0.93
Sortino
1.60
Max drawdown
-25.28%
Best month
11.20%
Worst month
-11.22%
Beta vs VTSAX
0.82
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.