Average annual returns
Through 20251 year
6.78%
3 year
11.80%
5 year
8.40%
10 year
9.97%
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.)
16.65%
Sharpe
0.87
Sortino
1.57
Max drawdown
-29.93%
Best month
14.18%
Worst month
-20.44%
Beta vs VTSAX
1.13
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.