Average annual returns
Through 20251 year
9.71%
3 year
14.13%
5 year
11.94%
10 year
10.43%
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.)
14.63%
Sharpe
1.10
Sortino
2.05
Max drawdown
-30.58%
Best month
16.50%
Worst month
-20.30%
Beta vs VTSAX
0.95
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.