Average annual returns
Through 20251 year
10.38%
3 year
13.71%
5 year
7.71%
10 year
13.05%
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.)
13.84%
Sharpe
1.03
Sortino
1.91
Max drawdown
-25.96%
Best month
11.23%
Worst month
-10.50%
Beta vs VTSAX
1.00
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.