Average annual returns
Through 20251 year
15.58%
3 year
11.98%
5 year
10.69%
10 year
9.23%
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.)
10.49%
Sharpe
1.37
Sortino
2.53
Max drawdown
-24.62%
Best month
10.45%
Worst month
-13.82%
Beta vs VTSAX
0.28
Correlation
0.34
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.