Average annual returns
Through 20251 year
3.31%
3 year
14.90%
5 year
10.07%
10 year
12.79%
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.)
14.13%
Sharpe
1.02
Sortino
1.96
Max drawdown
-21.21%
Best month
10.14%
Worst month
-14.12%
Beta vs VTSAX
0.90
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.