Average annual returns
Through 20251 year
13.17%
3 year
12.59%
5 year
9.31%
10 year
11.23%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through April 30, 2026Volatility (ann.)
11.68%
Sharpe
1.00
Sortino
1.71
Max drawdown
-19.73%
Best month
12.49%
Worst month
-11.95%
Beta vs VTSAX
0.48
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.