Average annual returns
Through 20251 year
10.58%
3 year
14.34%
5 year
12.32%
10 year
10.21%
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.)
10.39%
Sharpe
1.41
Sortino
2.85
Max drawdown
-22.70%
Best month
14.11%
Worst month
-15.08%
Beta vs VTSAX
0.69
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.