Average annual returns
Through 20251 year
8.99%
3 year
14.88%
5 year
14.18%
10 year
11.81%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through April 30, 2026Volatility (ann.)
11.07%
Sharpe
1.34
Sortino
2.81
Max drawdown
-20.60%
Best month
12.31%
Worst month
-12.49%
Beta vs VTSAX
0.73
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.