Average annual returns
Through 20251 year
9.48%
3 year
8.76%
5 year
8.45%
10 year
8.41%
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.)
13.30%
Sharpe
0.71
Sortino
1.22
Max drawdown
-32.48%
Best month
15.32%
Worst month
-24.16%
Beta vs VTSAX
0.76
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.