Average annual returns
Through 20251 year
9.14%
3 year
14.83%
5 year
11.39%
10 year
9.03%
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.)
7.16%
Sharpe
1.98
Sortino
4.43
Max drawdown
-12.89%
Best month
6.48%
Worst month
-7.16%
Beta vs VTSAX
0.49
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.