Average annual returns
Through 20251 year
13.21%
3 year
15.43%
5 year
8.15%
10 year
10.97%
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.)
11.75%
Sharpe
1.02
Sortino
1.81
Max drawdown
-24.69%
Best month
11.38%
Worst month
-11.18%
Beta vs VTSAX
0.82
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.