Average annual returns
Through 20251 year
9.50%
3 year
10.00%
5 year
9.14%
10 year
9.36%
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.)
14.62%
Sharpe
0.91
Sortino
1.71
Max drawdown
-33.36%
Best month
15.61%
Worst month
-23.85%
Beta vs VTSAX
0.87
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.