Average annual returns
Through 20251 year
10.22%
3 year
9.13%
5 year
9.47%
10 year
—
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.)
12.33%
Sharpe
0.88
Sortino
1.44
Max drawdown
-22.43%
Best month
13.27%
Worst month
-13.28%
Beta vs VTSAX
0.80
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.