Average annual returns
Through 20251 year
12.24%
3 year
13.12%
5 year
5.50%
10 year
9.05%
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.)
20.25%
Sharpe
0.87
Sortino
1.61
Max drawdown
-30.74%
Best month
18.32%
Worst month
-21.76%
Beta vs VTSAX
1.32
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.