Average annual returns
Through 20251 year
8.89%
3 year
13.95%
5 year
9.74%
10 year
10.81%
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.)
13.33%
Sharpe
0.91
Sortino
1.67
Max drawdown
-27.55%
Best month
12.71%
Worst month
-17.64%
Beta vs VTSAX
0.92
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.