Average annual returns
Through 20251 year
12.50%
3 year
13.65%
5 year
10.93%
10 year
9.94%
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.)
19.59%
Sharpe
1.00
Sortino
2.01
Max drawdown
-36.52%
Best month
16.40%
Worst month
-25.46%
Beta vs VTSAX
1.18
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.