Average annual returns
Through 20251 year
1.62%
3 year
12.34%
5 year
9.13%
10 year
11.14%
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.)
14.83%
Sharpe
0.66
Sortino
1.12
Max drawdown
-24.53%
Best month
12.21%
Worst month
-18.92%
Beta vs VTSAX
1.05
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.