Average annual returns
Through 20251 year
18.67%
3 year
12.53%
5 year
10.41%
10 year
8.82%
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.)
10.88%
Sharpe
1.30
Sortino
2.28
Max drawdown
-16.33%
Best month
9.86%
Worst month
-7.94%
Beta vs VTSAX
0.56
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.